AFG

Atomi Financial Group Portfolio holdings

AUM $3.38B
1-Year Est. Return 32.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.64B
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,165
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.97M
3
+$8.75M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.28M
5
BND icon
Vanguard Total Bond Market
BND
+$7.05M

Top Sells

1
+$7.64M
2
+$6.99M
3
+$4.77M
4
RBLX icon
Roblox
RBLX
+$4.17M
5
OKLO
Oklo
OKLO
+$3.97M

Sector Composition

1 Financials 12.31%
2 Technology 11.58%
3 Communication Services 5.98%
4 Consumer Discretionary 3.96%
5 Industrials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.15M 0.08%
11,015
+244
177
$2.14M 0.08%
49,299
+494
178
$2.14M 0.08%
49,367
+994
179
$2.14M 0.08%
43,703
-4,825
180
$2.12M 0.08%
6,637
+1,486
181
$2.08M 0.08%
29,580
-8,913
182
$2.07M 0.08%
7,081
+551
183
$2.04M 0.08%
+61,232
184
$2.03M 0.08%
44,844
+15,709
185
$2.02M 0.08%
18,281
-934
186
$2M 0.08%
4,265
-281
187
$2M 0.08%
80,722
+12,596
188
$1.95M 0.07%
+719,000
189
$1.95M 0.07%
19,321
+4,025
190
$1.94M 0.07%
104,371
+6,490
191
$1.94M 0.07%
14,319
+177
192
$1.93M 0.07%
40,835
+11,635
193
$1.92M 0.07%
30,265
-993
194
$1.92M 0.07%
19,006
+3,791
195
$1.91M 0.07%
49,714
+12,844
196
$1.89M 0.07%
3,717
+533
197
$1.86M 0.07%
3,644
+1,237
198
$1.84M 0.07%
28,748
+49
199
$1.84M 0.07%
8,032
-56
200
$1.82M 0.07%
3,938
+1,266
6 7
8
9 10