AFG

Atomi Financial Group Portfolio holdings

AUM $2.64B
1-Year Est. Return 31.3%
This Quarter Est. Return
1 Year Est. Return
+31.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$361M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
772
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$12.3M
3
+$10.9M
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$9.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.48M

Top Sells

1
+$21.5M
2
+$7.35M
3
+$4.41M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.63M
5
INTC icon
Intel
INTC
+$2.25M

Sector Composition

1 Financials 15.3%
2 Technology 11.78%
3 Communication Services 5.6%
4 Consumer Discretionary 4.03%
5 Healthcare 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.32M 0.12%
36,557
+5,202
152
$1.3M 0.12%
11,188
-128
153
$1.3M 0.12%
29,914
+13,951
154
$1.3M 0.12%
1,699
+107
155
$1.27M 0.12%
28,820
-51,008
156
$1.26M 0.12%
19,777
+9,324
157
$1.26M 0.12%
6,438
+928
158
$1.24M 0.11%
8,423
+4,113
159
$1.23M 0.11%
34,094
+4,470
160
$1.23M 0.11%
11,857
-20,961
161
$1.23M 0.11%
7,539
-168
162
$1.22M 0.11%
11,388
-4,243
163
$1.2M 0.11%
11,040
-2,955
164
$1.2M 0.11%
5,836
+2,849
165
$1.18M 0.11%
16,284
+324
166
$1.18M 0.11%
19,219
+8,362
167
$1.17M 0.11%
10,254
+4,445
168
$1.16M 0.11%
16,213
+8,128
169
$1.13M 0.1%
110,927
+15,471
170
$1.13M 0.1%
18,583
+8,958
171
$1.11M 0.1%
3,938
+275
172
$1.1M 0.1%
11,374
+5,253
173
$1.07M 0.1%
11,731
-998
174
$1.07M 0.1%
1,651
+238
175
$1.07M 0.1%
18,376
+4,518
5 6
7
8 9