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
$1.6B
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$14.7M
3
+$13M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$11.3M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$9.83M

Top Sells

1
+$10.6M
2
+$4.67M
3
+$3.12M
4
QCOM icon
Qualcomm
QCOM
+$3.12M
5
DYFI icon
IDX Dynamic Fixed Income ETF
DYFI
+$3.03M

Sector Composition

1 Technology 11.83%
2 Financials 11.12%
3 Communication Services 6.02%
4 Consumer Discretionary 3.97%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.75M 0.11%
26,562
-2,139
152
$1.75M 0.11%
2,829
+1,269
153
$1.74M 0.11%
69,286
+12,700
154
$1.74M 0.11%
5,388
+217
155
$1.71M 0.11%
9,786
+1,201
156
$1.7M 0.11%
23,248
+314
157
$1.69M 0.11%
26,086
+4,980
158
$1.69M 0.11%
8,162
-302
159
$1.68M 0.1%
37,523
+26,014
160
$1.67M 0.1%
66,108
+7,242
161
$1.67M 0.1%
10,163
-1,565
162
$1.65M 0.1%
2,821
+885
163
$1.64M 0.1%
41,170
+2,863
164
$1.63M 0.1%
25,971
-2,162
165
$1.6M 0.1%
12,859
+2,884
166
$1.58M 0.1%
6,810
+1,560
167
$1.55M 0.1%
16,923
-2,399
168
$1.54M 0.1%
14,395
+7,599
169
$1.53M 0.1%
5,996
+178
170
$1.53M 0.1%
26,473
+3,648
171
$1.51M 0.09%
1,593
+352
172
$1.5M 0.09%
6,157
-1,305
173
$1.5M 0.09%
33,102
+5,865
174
$1.46M 0.09%
25,855
-2,516
175
$1.45M 0.09%
80,464
-5,370
5 6
7
8 9