AFG

Atomi Financial Group Portfolio holdings

AUM $3.09B
1-Year Est. Return 36.43%
This Quarter Est. Return
1 Year Est. Return
+36.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.19B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$15.9M
3
+$13.8M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$12M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$11.5M

Top Sells

1
+$3.18M
2
+$3.14M
3
+$2.96M
4
GE icon
GE Aerospace
GE
+$2.9M
5
CAT icon
Caterpillar
CAT
+$2.53M

Sector Composition

1 Technology 10.69%
2 Financials 10.41%
3 Communication Services 6.08%
4 Consumer Discretionary 3.92%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.92M 0.09%
9,053
-68
177
$1.91M 0.09%
61,599
+16,276
178
$1.89M 0.09%
31,802
+2,942
179
$1.87M 0.09%
8,088
+1,160
180
$1.87M 0.09%
1,974
+112
181
$1.86M 0.08%
15,240
-642
182
$1.85M 0.08%
48,805
+1,784
183
$1.84M 0.08%
31,258
-664
184
$1.84M 0.08%
20,028
-168
185
$1.83M 0.08%
4,774
+936
186
$1.83M 0.08%
10,556
-3,384
187
$1.78M 0.08%
14,629
+1,337
188
$1.78M 0.08%
7,038
+750
189
$1.78M 0.08%
15,230
+10
190
$1.77M 0.08%
28,699
+82
191
$1.77M 0.08%
75,788
+4,454
192
$1.76M 0.08%
7,530
+498
193
$1.73M 0.08%
74,487
+22,600
194
$1.72M 0.08%
14,142
-3,395
195
$1.72M 0.08%
68,126
+33,144
196
$1.7M 0.08%
109,707
+37,641
197
$1.69M 0.08%
17,255
+2,394
198
$1.67M 0.08%
15,215
+4,120
199
$1.67M 0.08%
72,438
+11,390
200
$1.66M 0.08%
42,130
-2,891
6 7
8
9 10