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
$2.64B
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,165
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.7M
3
+$10M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.81M
5
BND icon
Vanguard Total Bond Market
BND
+$7.14M

Top Sells

1
+$11.1M
2
+$8.26M
3
+$7.15M
4
OKLO
Oklo
OKLO
+$5.76M
5
RBLX icon
Roblox
RBLX
+$5.59M

Sector Composition

1 Financials 12.16%
2 Technology 11.72%
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
IVE icon
176
iShares S&P 500 Value ETF
IVE
$42.7B
$2.15M 0.08%
11,015
+244
FCX icon
177
Freeport-McMoran
FCX
$57.9B
$2.14M 0.08%
49,299
+494
VZ icon
178
Verizon
VZ
$174B
$2.14M 0.08%
49,367
+994
AMLP icon
179
Alerian MLP ETF
AMLP
$10.1B
$2.14M 0.08%
43,703
-4,825
AXP icon
180
American Express
AXP
$253B
$2.12M 0.08%
6,637
+1,486
SHEL icon
181
Shell
SHEL
$218B
$2.08M 0.08%
29,580
-8,913
MCD icon
182
McDonald's
MCD
$219B
$2.07M 0.08%
7,081
+551
FENI icon
183
Fidelity Enhanced International ETF
FENI
$4.33B
$2.04M 0.08%
+61,232
ENB icon
184
Enbridge
ENB
$105B
$2.03M 0.08%
44,844
+15,709
SHV icon
185
iShares Short Treasury Bond ETF
SHV
$20.7B
$2.02M 0.08%
18,281
-934
LIN icon
186
Linde
LIN
$200B
$2M 0.08%
4,265
-281
HYMB icon
187
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.74B
$2M 0.08%
80,722
+12,596
TRT icon
188
Trio-Tech International
TRT
$28.5M
$1.95M 0.07%
+359,500
NOBL icon
189
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
$1.95M 0.07%
19,321
+4,025
BCS icon
190
Barclays
BCS
$77.7B
$1.94M 0.07%
104,371
+6,490
ESGU icon
191
iShares ESG Aware MSCI USA ETF
ESGU
$15.1B
$1.94M 0.07%
14,319
+177
BTI icon
192
British American Tobacco
BTI
$119B
$1.93M 0.07%
40,835
+11,635
EFV icon
193
iShares MSCI EAFE Value ETF
EFV
$28.4B
$1.92M 0.07%
30,265
-993
UPS icon
194
United Parcel Service
UPS
$81.8B
$1.92M 0.07%
19,006
+3,791
HDB icon
195
HDFC Bank
HDB
$186B
$1.91M 0.07%
49,714
+12,844
DE icon
196
Deere & Co
DE
$129B
$1.89M 0.07%
3,717
+533
CRWD icon
197
CrowdStrike
CRWD
$133B
$1.86M 0.07%
3,644
+1,237
DGRO icon
198
iShares Core Dividend Growth ETF
DGRO
$35.8B
$1.84M 0.07%
28,748
+49
WM icon
199
Waste Management
WM
$83.2B
$1.84M 0.07%
8,032
-56
LMT icon
200
Lockheed Martin
LMT
$106B
$1.82M 0.07%
3,938
+1,266
6 7
8
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