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
$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
HON icon
176
Honeywell
HON
$131B
$1.92M 0.09%
9,053
-68
SPD icon
177
Simplify US Equity PLUS Downside Convexity ETF
SPD
$96.1M
$1.91M 0.09%
61,599
+16,276
UL icon
178
Unilever
UL
$152B
$1.89M 0.09%
31,802
+2,942
WM icon
179
Waste Management
WM
$87.2B
$1.87M 0.09%
8,088
+1,160
BLK icon
180
Blackrock
BLK
$175B
$1.87M 0.09%
1,974
+112
ITOT icon
181
iShares Core S&P Total US Stock Market ETF
ITOT
$78B
$1.86M 0.08%
15,240
-642
FCX icon
182
Freeport-McMoran
FCX
$58.6B
$1.85M 0.08%
48,805
+1,784
EFV icon
183
iShares MSCI EAFE Value ETF
EFV
$27.4B
$1.84M 0.08%
31,258
-664
SO icon
184
Southern Company
SO
$107B
$1.84M 0.08%
20,028
-168
ADBE icon
185
Adobe
ADBE
$148B
$1.83M 0.08%
4,774
+936
RSP icon
186
Invesco S&P 500 Equal Weight ETF
RSP
$74.7B
$1.83M 0.08%
10,556
-3,384
DUK icon
187
Duke Energy
DUK
$100B
$1.78M 0.08%
14,629
+1,337
ECL icon
188
Ecolab
ECL
$78.3B
$1.78M 0.08%
7,038
+750
MS icon
189
Morgan Stanley
MS
$252B
$1.78M 0.08%
15,230
+10
DGRO icon
190
iShares Core Dividend Growth ETF
DGRO
$35.5B
$1.77M 0.08%
28,699
+82
IBTF icon
191
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.84B
$1.77M 0.08%
75,788
+4,454
LOW icon
192
Lowe's Companies
LOW
$137B
$1.76M 0.08%
7,530
+498
BSJQ icon
193
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.15B
$1.73M 0.08%
74,487
+22,600
ESGU icon
194
iShares ESG Aware MSCI USA ETF
ESGU
$14.9B
$1.72M 0.08%
14,142
-3,395
HYMB icon
195
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.76B
$1.72M 0.08%
68,126
+33,144
SMFG icon
196
Sumitomo Mitsui Financial
SMFG
$103B
$1.7M 0.08%
109,707
+37,641
SBUX icon
197
Starbucks
SBUX
$97.2B
$1.69M 0.08%
17,255
+2,394
UPS icon
198
United Parcel Service
UPS
$73.8B
$1.67M 0.08%
15,215
+4,120
BSJP icon
199
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$675M
$1.67M 0.08%
72,438
+11,390
SPEM icon
200
SPDR Portfolio Emerging Markets ETF
SPEM
$14.5B
$1.66M 0.08%
42,130
-2,891
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