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
$3.38B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,267
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$26.4M
3
+$22.2M
4
CSRE
Cohen & Steers Real Estate Active ETF
CSRE
+$15.5M
5
HOOD icon
Robinhood
HOOD
+$15.5M

Top Sells

1
+$25M
2
+$12.8M
3
+$9.99M
4
HYDB icon
iShares High Yield Systematic Bond ETF
HYDB
+$9.61M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$8.91M

Sector Composition

1 Technology 15.06%
2 Financials 10.36%
3 Communication Services 6.26%
4 Consumer Discretionary 4.52%
5 Healthcare 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPYM
176
State Street SPDR Portfolio S&P 500 ETF
SPYM
$105B
$2.85M 0.08%
35,521
+959
UNP icon
177
Union Pacific
UNP
$151B
$2.81M 0.08%
12,152
+1,151
SHEL icon
178
Shell
SHEL
$239B
$2.8M 0.08%
38,107
+662
WM icon
179
Waste Management
WM
$99.2B
$2.79M 0.08%
12,703
+4,641
SAP icon
180
SAP
SAP
$236B
$2.79M 0.08%
11,481
-174
SCHR icon
181
Schwab Intermediately-Term US Treasury ETF
SCHR
$13B
$2.78M 0.08%
110,766
-419
AMAT icon
182
Applied Materials
AMAT
$258B
$2.76M 0.08%
10,757
+1,440
MUFG icon
183
Mitsubishi UFJ Financial
MUFG
$193B
$2.76M 0.08%
173,730
+20,887
FCX icon
184
Freeport-McMoran
FCX
$85.3B
$2.71M 0.08%
53,351
+2,639
PSLV icon
185
Sprott Physical Silver Trust
PSLV
$17.4B
$2.71M 0.08%
114,486
-1,134
CVS icon
186
CVS Health
CVS
$99.1B
$2.69M 0.08%
33,934
+11,209
LRCX icon
187
Lam Research
LRCX
$249B
$2.67M 0.08%
15,624
+973
AMLP icon
188
Alerian MLP ETF
AMLP
$12B
$2.65M 0.08%
56,442
+6,146
LYG icon
189
Lloyds Banking Group
LYG
$76.2B
$2.64M 0.08%
498,691
+128,289
LOW icon
190
Lowe's Companies
LOW
$141B
$2.63M 0.08%
10,911
+1,836
SPDW icon
191
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$36.2B
$2.61M 0.08%
58,785
+131
MELI icon
192
Mercado Libre
MELI
$90.6B
$2.59M 0.08%
1,284
-201
MRVL icon
193
Marvell Technology
MRVL
$78.2B
$2.58M 0.08%
30,417
+2,197
KLAC icon
194
KLA
KLAC
$176B
$2.58M 0.08%
2,121
+201
BBVA icon
195
Banco Bilbao Vizcaya Argentaria
BBVA
$121B
$2.58M 0.08%
110,507
+13,714
SBUX icon
196
Starbucks
SBUX
$113B
$2.51M 0.07%
29,808
+6,229
ESGU icon
197
iShares ESG Aware MSCI USA ETF
ESGU
$15.4B
$2.5M 0.07%
16,785
+1,946
TM icon
198
Toyota
TM
$286B
$2.48M 0.07%
11,564
+2,204
IBTG icon
199
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.35B
$2.45M 0.07%
+107,006
BSJR icon
200
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$809M
$2.42M 0.07%
106,924
+16,542
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