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
$2.19B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$15.9M
3
+$13.8M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$12M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$11.5M

Top Sells

1
+$3.18M
2
+$3.14M
3
+$2.96M
4
GE icon
GE Aerospace
GE
+$2.9M
5
CAT icon
Caterpillar
CAT
+$2.53M

Sector Composition

1 Technology 10.69%
2 Financials 10.41%
3 Communication Services 6.08%
4 Consumer Discretionary 3.92%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VZ icon
151
Verizon
VZ
$168B
$2.19M 0.1%
48,373
-686
BSV icon
152
Vanguard Short-Term Bond ETF
BSV
$39B
$2.18M 0.1%
27,859
-3,250
C icon
153
Citigroup
C
$172B
$2.16M 0.1%
30,440
+1,135
SHV icon
154
iShares Short Treasury Bond ETF
SHV
$20.7B
$2.12M 0.1%
19,215
+595
LIN icon
155
Linde
LIN
$211B
$2.12M 0.1%
4,546
+1,477
GE icon
156
GE Aerospace
GE
$316B
$2.11M 0.1%
10,554
-14,478
SCHR icon
157
Schwab Intermediately-Term US Treasury ETF
SCHR
$11.6B
$2.1M 0.1%
84,662
+4,716
CSCO icon
158
Cisco
CSCO
$279B
$2.1M 0.1%
34,084
+9,659
NVO icon
159
Novo Nordisk
NVO
$237B
$2.09M 0.1%
30,170
-1,976
AMGN icon
160
Amgen
AMGN
$159B
$2.09M 0.1%
6,705
+1,343
SPLG icon
161
SPDR Portfolio S&P 500 ETF
SPLG
$88.7B
$2.06M 0.09%
31,335
+212
ISRG icon
162
Intuitive Surgical
ISRG
$189B
$2.05M 0.09%
4,149
+1,812
IVE icon
163
iShares S&P 500 Value ETF
IVE
$42.1B
$2.05M 0.09%
10,771
+1,537
MCD icon
164
McDonald's
MCD
$221B
$2.04M 0.09%
6,530
+1,131
SHW icon
165
Sherwin-Williams
SHW
$83.2B
$2.02M 0.09%
5,795
+528
FCAL icon
166
First Trust California Municipal High income ETF
FCAL
$190M
$2.02M 0.09%
41,646
+6,382
PM icon
167
Philip Morris
PM
$244B
$2M 0.09%
12,626
+2,796
INTU icon
168
Intuit
INTU
$187B
$2M 0.09%
3,251
+719
TM icon
169
Toyota
TM
$265B
$2M 0.09%
11,304
+3,176
XLV icon
170
Health Care Select Sector SPDR Fund
XLV
$36B
$1.99M 0.09%
13,635
+5,770
TMO icon
171
Thermo Fisher Scientific
TMO
$214B
$1.99M 0.09%
3,992
+1,373
GLD icon
172
SPDR Gold Trust
GLD
$131B
$1.97M 0.09%
6,839
+36
ANET icon
173
Arista Networks
ANET
$184B
$1.95M 0.09%
25,180
+1,103
INSM icon
174
Insmed
INSM
$33.9B
$1.94M 0.09%
25,426
+652
NOW icon
175
ServiceNow
NOW
$194B
$1.92M 0.09%
2,412
+179
5 6
7
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