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
$723M
AUM Growth
+$423M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$70.5M
2
+$11.7M
3
+$11.5M
4
VB icon
Vanguard Small-Cap ETF
VB
+$10.6M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.6M

Top Sells

1
+$2.28M
2
+$1.24M
3
+$1.15M
4
REMX icon
VanEck Rare Earth/Strategic Metals ETF
REMX
+$1.1M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$940K

Sector Composition

1 Financials 17.31%
2 Technology 15.64%
3 Communication Services 5.99%
4 Healthcare 4.42%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$762K 0.11%
6,092
+2,742
177
$750K 0.1%
+10,076
178
$749K 0.1%
4,745
-903
179
$744K 0.1%
9,625
+7,041
180
$743K 0.1%
6,405
+4,185
181
$743K 0.1%
13,405
-565
182
$733K 0.1%
+7,414
183
$719K 0.1%
15,720
+3,862
184
$716K 0.1%
4,332
+706
185
$715K 0.1%
+5,372
186
$713K 0.1%
+29,478
187
$711K 0.1%
1,777
+631
188
$710K 0.1%
+12,275
189
$704K 0.1%
26,367
-255
190
$703K 0.1%
27,880
-279
191
$701K 0.1%
4,125
+1,910
192
$700K 0.1%
+15,963
193
$695K 0.1%
7,462
+4,778
194
$694K 0.1%
4,280
+2,559
195
$682K 0.09%
+13,858
196
$682K 0.09%
+10,123
197
$682K 0.09%
34,096
-111
198
$679K 0.09%
+35,830
199
$675K 0.09%
8,763
+65
200
$672K 0.09%
3,402
+1,020
6 7
8
9 10