AFG

Atomi Financial Group Portfolio holdings

AUM $3.38B
1-Year Est. Return 32.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.64B
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,165
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.97M
3
+$8.75M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.28M
5
BND icon
Vanguard Total Bond Market
BND
+$7.05M

Top Sells

1
+$7.64M
2
+$6.99M
3
+$4.77M
4
RBLX icon
Roblox
RBLX
+$4.17M
5
OKLO
Oklo
OKLO
+$3.97M

Sector Composition

1 Financials 12.31%
2 Technology 11.58%
3 Communication Services 5.98%
4 Consumer Discretionary 3.96%
5 Industrials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.62M 0.1%
17,956
-22,738
152
$2.62M 0.1%
33,114
-2,132
153
$2.6M 0.1%
30,520
+80
154
$2.56M 0.1%
22,885
-4,845
155
$2.54M 0.1%
16,952
-1,331
156
$2.5M 0.09%
20,640
-1,121
157
$2.49M 0.09%
106,694
+30,906
158
$2.44M 0.09%
97,426
+12,764
159
$2.37M 0.09%
10,313
-568
160
$2.37M 0.09%
17,540
+2,300
161
$2.37M 0.09%
58,476
+14,310
162
$2.33M 0.09%
48,652
+7,006
163
$2.33M 0.09%
61,357
-242
164
$2.32M 0.09%
23,095
-2,331
165
$2.3M 0.09%
21,608
+6,510
166
$2.29M 0.09%
33,058
-1,010
167
$2.29M 0.09%
2,185
+211
168
$2.28M 0.09%
17,342
+4,824
169
$2.24M 0.08%
7,339
+500
170
$2.23M 0.08%
6,258
+1,243
171
$2.22M 0.08%
32,052
-2,032
172
$2.22M 0.08%
7,111
-161
173
$2.22M 0.08%
32,235
+3,967
174
$2.21M 0.08%
10,385
+3,139
175
$2.18M 0.08%
2,726
-856
5 6
7
8 9