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
$1.98B
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$14.5M
3
+$12.7M
4
INTF icon
iShares International Equity Factor ETF
INTF
+$11.2M
5
MSFT icon
Microsoft
MSFT
+$10.1M

Top Sells

1
+$2.86M
2
+$2.27M
3
+$2.12M
4
NEE icon
NextEra Energy
NEE
+$2.05M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.84M

Sector Composition

1 Technology 12.68%
2 Financials 11.38%
3 Communication Services 6.72%
4 Consumer Discretionary 4.45%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.91M 0.1%
1,862
+269
152
$1.91M 0.1%
22,489
+2,443
153
$1.89M 0.1%
4,711
+2,164
154
$1.88M 0.09%
30,189
+3,667
155
$1.88M 0.09%
44,011
-9,476
156
$1.82M 0.09%
30,264
+3,791
157
$1.79M 0.09%
47,021
+32,664
158
$1.79M 0.09%
5,267
+431
159
$1.76M 0.09%
9,234
+7,431
160
$1.76M 0.09%
28,617
-16
161
$1.74M 0.09%
14,456
+1,597
162
$1.74M 0.09%
+35,264
163
$1.74M 0.09%
7,032
+442
164
$1.73M 0.09%
81,923
+12,628
165
$1.73M 0.09%
14,964
+7,793
166
$1.73M 0.09%
45,021
+13,052
167
$1.71M 0.09%
24,774
+1,526
168
$1.71M 0.09%
3,838
-205
169
$1.69M 0.09%
19,219
+14,893
170
$1.67M 0.08%
31,922
+21,004
171
$1.67M 0.08%
60,264
+42,798
172
$1.66M 0.08%
+71,334
173
$1.66M 0.08%
20,196
+21
174
$1.65M 0.08%
14,934
-3,032
175
$1.65M 0.08%
18,555
+1,632
5 6
7
8 9