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
$179M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$6.91M
3
+$4.67M
4
JPM icon
JPMorgan Chase
JPM
+$3.76M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.56M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.48%
2 Financials 6.93%
3 Healthcare 6.83%
4 Industrials 5.21%
5 Consumer Staples 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$242K 0.14%
+2,584
177
$242K 0.14%
+1,192
178
$242K 0.14%
+46,700
179
$242K 0.14%
+3,013
180
$241K 0.13%
+11,236
181
$239K 0.13%
+43,094
182
$238K 0.13%
+4,519
183
$237K 0.13%
+2,810
184
$233K 0.13%
+2,815
185
$231K 0.13%
+12,878
186
$231K 0.13%
+1,996
187
$229K 0.13%
+1,120
188
$228K 0.13%
+10,323
189
$227K 0.13%
+22,553
190
$227K 0.13%
+5,880
191
$226K 0.13%
+4,452
192
$226K 0.13%
+12,339
193
$225K 0.13%
+1,011
194
$222K 0.12%
+48,956
195
$221K 0.12%
+9,227
196
$218K 0.12%
+2,148
197
$218K 0.12%
+32,868
198
$216K 0.12%
+540
199
$215K 0.12%
+13,090
200
$213K 0.12%
+600
5 6 7
8
9