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
$1.35B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.8M
3
+$10M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.69M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.67M

Top Sells

1
+$5.58M
2
+$4M
3
+$3.63M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$3.19M
5
LIN icon
Linde
LIN
+$2.69M

Sector Composition

1 Technology 13%
2 Financials 12.43%
3 Communication Services 6.33%
4 Healthcare 3.67%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.47M 0.11%
8,072
+533
152
$1.46M 0.11%
18,879
+2,666
153
$1.46M 0.11%
14,566
-807
154
$1.44M 0.11%
38,307
+1,750
155
$1.44M 0.11%
58,866
+45,754
156
$1.43M 0.11%
22,825
+6,575
157
$1.43M 0.11%
14,103
+2,372
158
$1.42M 0.11%
10,786
+4,693
159
$1.41M 0.1%
11,857
-11,940
160
$1.41M 0.1%
17,873
+944
161
$1.39M 0.1%
59,009
+406
162
$1.39M 0.1%
6,779
+511
163
$1.38M 0.1%
5,818
+2,322
164
$1.38M 0.1%
8,585
+1,046
165
$1.37M 0.1%
127,158
+16,231
166
$1.35M 0.1%
52,514
-7,276
167
$1.34M 0.1%
5,937
-1,254
168
$1.34M 0.1%
23,142
+19,185
169
$1.34M 0.1%
8,137
+2,311
170
$1.33M 0.1%
12,767
+2,513
171
$1.31M 0.1%
6,160
+1,490
172
$1.3M 0.1%
4,153
+1,784
173
$1.29M 0.1%
26,248
-2,365
174
$1.28M 0.09%
5,119
+1,966
175
$1.26M 0.09%
1,531
+496
5 6
7
8 9