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
$1.08B
AUM Growth
+$361M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
772
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$12.3M
3
+$10.9M
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$9.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.48M

Top Sells

1
+$21.5M
2
+$7.35M
3
+$4.41M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.63M
5
INTC icon
Intel
INTC
+$2.25M

Sector Composition

1 Financials 15.3%
2 Technology 11.78%
3 Communication Services 5.6%
4 Consumer Discretionary 4.03%
5 Healthcare 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.06M 0.1%
3,736
+1,999
177
$1.04M 0.1%
37,422
+19,024
178
$1.04M 0.1%
15,087
+1,136
179
$1.04M 0.1%
12,713
+928
180
$1.03M 0.09%
3,053
+306
181
$995K 0.09%
4,670
+2,363
182
$987K 0.09%
5,826
+1,081
183
$984K 0.09%
9,642
+243
184
$976K 0.09%
10,380
+2,345
185
$974K 0.09%
31,706
+4,861
186
$969K 0.09%
14,295
+4,172
187
$949K 0.09%
9,812
+1,244
188
$948K 0.09%
79,474
+3,858
189
$945K 0.09%
+16,250
190
$940K 0.09%
51,279
+14,006
191
$931K 0.09%
4,619
+203
192
$930K 0.09%
34,874
+6,994
193
$929K 0.09%
5,308
+1,183
194
$925K 0.09%
+38,964
195
$918K 0.08%
31,909
-71
196
$905K 0.08%
10,542
+733
197
$902K 0.08%
43,342
+600
198
$897K 0.08%
8,118
+2,149
199
$893K 0.08%
12,343
-1,167
200
$890K 0.08%
5,452
+80
6 7
8
9 10