AFG

Atomi Financial Group Portfolio holdings

AUM $3.09B
1-Year Est. Return 36.43%
This Quarter Est. Return
1 Year Est. Return
+36.43%
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
151
$2.19M 0.1%
48,373
-686
152
$2.18M 0.1%
27,859
-3,250
153
$2.16M 0.1%
30,440
+1,135
154
$2.12M 0.1%
19,215
+595
155
$2.12M 0.1%
4,546
+1,477
156
$2.11M 0.1%
10,554
-14,478
157
$2.1M 0.1%
84,662
+4,716
158
$2.1M 0.1%
34,084
+9,659
159
$2.09M 0.1%
30,170
-1,976
160
$2.09M 0.1%
6,705
+1,343
161
$2.06M 0.09%
31,335
+212
162
$2.05M 0.09%
4,149
+1,812
163
$2.05M 0.09%
10,771
+1,537
164
$2.04M 0.09%
6,530
+1,131
165
$2.02M 0.09%
5,795
+528
166
$2.02M 0.09%
41,646
+6,382
167
$2M 0.09%
12,626
+2,796
168
$2M 0.09%
3,251
+719
169
$2M 0.09%
11,304
+3,176
170
$1.99M 0.09%
13,635
+5,770
171
$1.99M 0.09%
3,992
+1,373
172
$1.97M 0.09%
6,839
+36
173
$1.95M 0.09%
25,180
+1,103
174
$1.94M 0.09%
25,426
+652
175
$1.92M 0.09%
2,412
+179
5 6
7
8 9