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
$1.98B
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$14.5M
3
+$12.7M
4
INTF icon
iShares International Equity Factor ETF
INTF
+$11.2M
5
MSFT icon
Microsoft
MSFT
+$10.1M

Top Sells

1
+$2.86M
2
+$2.27M
3
+$2.12M
4
NEE icon
NextEra Energy
NEE
+$2.05M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.84M

Sector Composition

1 Technology 12.68%
2 Financials 11.38%
3 Communication Services 6.72%
4 Consumer Discretionary 4.45%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.65M 0.08%
6,803
+646
177
$1.64M 0.08%
28,860
+2,774
178
$1.62M 0.08%
+5,777
179
$1.61M 0.08%
5,435
+846
180
$1.6M 0.08%
2,692
+800
181
$1.6M 0.08%
27,558
-2,582
182
$1.59M 0.08%
2,532
+257
183
$1.58M 0.08%
6,892
-1,633
184
$1.58M 0.08%
8,128
+707
185
$1.57M 0.08%
5,399
+900
186
$1.56M 0.08%
24,891
-1,671
187
$1.55M 0.08%
15,933
-2,458
188
$1.51M 0.08%
24,305
+6,276
189
$1.51M 0.08%
4,559
+532
190
$1.51M 0.08%
+45,323
191
$1.49M 0.08%
+15,985
192
$1.48M 0.07%
19,565
+8,322
193
$1.48M 0.07%
14,852
+457
194
$1.48M 0.07%
3,036
+215
195
$1.47M 0.07%
6,288
+292
196
$1.46M 0.07%
79,970
-494
197
$1.45M 0.07%
13,758
+6,047
198
$1.45M 0.07%
24,425
+2,685
199
$1.43M 0.07%
13,292
+915
200
$1.41M 0.07%
41,087
-15,418
6 7
8
9 10