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
$1.35B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.8M
3
+$10M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.69M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.67M

Top Sells

1
+$5.58M
2
+$4M
3
+$3.63M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$3.19M
5
LIN icon
Linde
LIN
+$2.69M

Sector Composition

1 Technology 13%
2 Financials 12.43%
3 Communication Services 6.33%
4 Healthcare 3.67%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.26M 0.09%
4,221
+389
177
$1.26M 0.09%
56,586
-6,808
178
$1.24M 0.09%
12,786
+5,891
179
$1.23M 0.09%
11,552
+164
180
$1.21M 0.09%
11,152
+814
181
$1.21M 0.09%
12,067
+693
182
$1.21M 0.09%
21,108
+8,152
183
$1.19M 0.09%
59,758
+8,479
184
$1.19M 0.09%
31,484
-2,610
185
$1.18M 0.09%
27,237
+10,816
186
$1.18M 0.09%
10,347
+3,549
187
$1.17M 0.09%
4,956
+704
188
$1.16M 0.09%
21,106
+9,190
189
$1.13M 0.08%
11,094
-763
190
$1.13M 0.08%
14,075
+6,393
191
$1.12M 0.08%
3,084
+31
192
$1.12M 0.08%
48,038
+16,820
193
$1.1M 0.08%
16,461
+1,374
194
$1.1M 0.08%
23,906
+11,558
195
$1.1M 0.08%
7,515
-908
196
$1.08M 0.08%
18,257
-299
197
$1.08M 0.08%
4,215
+1,704
198
$1.06M 0.08%
9,975
+4,507
199
$1.06M 0.08%
37,850
+428
200
$1.06M 0.08%
2,409
-6,127
6 7
8
9 10