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
$3.09B
AUM Growth
+$445M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,232
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$14M
3
+$13.6M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$13.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.6M

Top Sells

1
+$66.1M
2
+$23.3M
3
+$10.6M
4
COIN icon
Coinbase
COIN
+$7.27M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$6.5M

Sector Composition

1 Technology 12.43%
2 Financials 11.8%
3 Communication Services 6.25%
4 Consumer Discretionary 3.99%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AXON icon
176
Axon Enterprise
AXON
$49.4B
$2.41M 0.08%
3,364
+79
LIN icon
177
Linde
LIN
$201B
$2.4M 0.08%
5,063
+798
MCD icon
178
McDonald's
MCD
$217B
$2.4M 0.08%
7,911
+830
MRVL icon
179
Marvell Technology
MRVL
$68.8B
$2.37M 0.08%
28,220
+6,935
SAN icon
180
Banco Santander
SAN
$178B
$2.37M 0.08%
225,879
+31,751
AMLP icon
181
Alerian MLP ETF
AMLP
$11B
$2.36M 0.08%
50,296
+6,593
RSP icon
182
Invesco S&P 500 Equal Weight ETF
RSP
$79.4B
$2.29M 0.07%
12,047
+3,697
LOW icon
183
Lowe's Companies
LOW
$153B
$2.28M 0.07%
9,075
+1,359
IBTF
184
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$2.27M 0.07%
97,157
-9,537
BCS icon
185
Barclays
BCS
$89.3B
$2.25M 0.07%
108,786
+4,415
SHYG icon
186
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$8.11B
$2.24M 0.07%
51,735
+13,087
BTI icon
187
British American Tobacco
BTI
$123B
$2.23M 0.07%
42,033
+1,198
TJX icon
188
TJX Companies
TJX
$174B
$2.21M 0.07%
15,282
+2,135
FCAL icon
189
First Trust California Municipal High income ETF
FCAL
$201M
$2.2M 0.07%
45,065
-3,587
UL icon
190
Unilever
UL
$140B
$2.18M 0.07%
32,725
+490
SHV icon
191
iShares 0-1 Year Treasury Bond ETF
SHV
$19.9B
$2.18M 0.07%
19,727
+1,446
ITOT icon
192
iShares Core S&P Total US Stock Market ETF
ITOT
$80.9B
$2.18M 0.07%
14,958
-2,582
TMO icon
193
Thermo Fisher Scientific
TMO
$231B
$2.18M 0.07%
4,488
+530
ESGU icon
194
iShares ESG Aware MSCI USA ETF
ESGU
$15.7B
$2.16M 0.07%
14,839
+520
FENI icon
195
Fidelity Enhanced International ETF
FENI
$6.43B
$2.14M 0.07%
60,736
-496
TRT icon
196
Trio-Tech International
TRT
$58.7M
$2.13M 0.07%
719,000
ISRG icon
197
Intuitive Surgical
ISRG
$188B
$2.08M 0.07%
4,657
-363
BLK icon
198
Blackrock
BLK
$176B
$2.07M 0.07%
1,776
-409
KLAC icon
199
KLA
KLAC
$203B
$2.07M 0.07%
1,920
+366
BSJR icon
200
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$754M
$2.06M 0.07%
90,382
+19,943
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