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
$1.6B
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$14.7M
3
+$13M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$11.3M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$9.83M

Top Sells

1
+$10.6M
2
+$4.67M
3
+$3.12M
4
QCOM icon
Qualcomm
QCOM
+$3.12M
5
DYFI icon
IDX Dynamic Fixed Income ETF
DYFI
+$3.03M

Sector Composition

1 Technology 11.83%
2 Financials 11.12%
3 Communication Services 6.02%
4 Consumer Discretionary 3.97%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.43M 0.09%
64,838
+5,080
177
$1.43M 0.09%
12,377
+310
178
$1.42M 0.09%
23,832
-6,046
179
$1.41M 0.09%
2,275
-46
180
$1.4M 0.09%
33,517
+6,941
181
$1.4M 0.09%
12,489
+983
182
$1.37M 0.09%
4,499
+802
183
$1.36M 0.09%
7,134
+5,052
184
$1.34M 0.08%
12,893
+107
185
$1.34M 0.08%
2,815
+406
186
$1.34M 0.08%
5,930
-7
187
$1.34M 0.08%
69,295
+20,140
188
$1.33M 0.08%
4,027
-126
189
$1.33M 0.08%
12,063
+511
190
$1.33M 0.08%
7,421
+642
191
$1.32M 0.08%
31,969
+485
192
$1.32M 0.08%
56,949
+16,514
193
$1.3M 0.08%
4,500
+285
194
$1.3M 0.08%
17,966
+4,626
195
$1.3M 0.08%
6,241
+81
196
$1.28M 0.08%
20,384
+2,127
197
$1.28M 0.08%
13,120
+2,843
198
$1.27M 0.08%
53,011
+18,832
199
$1.25M 0.08%
30,719
+10,909
200
$1.25M 0.08%
15,555
+4,411
6 7
8
9 10