AFG
Atomi Financial Group Portfolio holdings
AUM
$2.64B
1-Year Return
31.3%
This Quarter Return
-3.09%
1 Year Return
+31.3%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$299M
AUM Growth
+$80.3M
(+37%)
Cap. Flow
+$88.5M
Cap. Flow
% of AUM
29.54%
Top 10 Holdings %
Top 10 Hldgs %
22.41%
Holding
389
New
114
Increased
144
Reduced
70
Closed
41
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$4.34M |
| 2 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
$2.99M |
| 3 |
Apple
AAPL
|
$2.9M |
| 4 |
NVIDIA
NVDA
|
$2.48M |
| 5 |
GE Aerospace
GE
|
$2.4M |
Top Sells
| 1 |
ATVI
Activision Blizzard Inc.
ATVI
|
$1.26M |
| 2 |
Lowe's Companies
LOW
|
$1.23M |
| 3 |
Industrial Select Sector SPDR Fund
XLI
|
$832K |
| 4 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$804K |
| 5 |
Real Estate Select Sector SPDR Fund
XLRE
|
$797K |
Sector Composition
| 1 | Technology | 18.4% |
| 2 | Financials | 6.12% |
| 3 | Healthcare | 5.1% |
| 4 | Industrials | 4.43% |
| 5 | Communication Services | 3.45% |
