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
$299M
AUM Growth
+$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$2.99M
3
+$2.9M
4
NVDA icon
NVIDIA
NVDA
+$2.48M
5
GE icon
GE Aerospace
GE
+$2.4M

Top Sells

1
+$1.26M
2
+$1.23M
3
+$832K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$804K
5
XLRE icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$414K 0.14%
2,382
+508
177
$412K 0.14%
9,419
+2,628
178
$407K 0.14%
+629
179
$406K 0.14%
+2,074
180
$406K 0.14%
25,364
+7,146
181
$405K 0.14%
+5,986
182
$404K 0.13%
+7,153
183
$399K 0.13%
1,033
+333
184
$395K 0.13%
+28,649
185
$395K 0.13%
+7,190
186
$393K 0.13%
5,439
-970
187
$392K 0.13%
4,523
+1,237
188
$392K 0.13%
+4,178
189
$391K 0.13%
187,909
+1,159
190
$390K 0.13%
1,480
-11
191
$384K 0.13%
6,701
+1,455
192
$381K 0.13%
3,535
+4
193
$377K 0.13%
+5,525
194
$375K 0.13%
2,215
+382
195
$373K 0.12%
8,508
+3,950
196
$370K 0.12%
+1,143
197
$369K 0.12%
10,978
+3,125
198
$367K 0.12%
+3,350
199
$366K 0.12%
+3,547
200
$366K 0.12%
+8,713
6 7
8
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