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
$3.09B
AUM Growth
+$445M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,232
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$14M
3
+$13.6M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$13.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.6M

Top Sells

1
+$66.1M
2
+$23.3M
3
+$10.6M
4
COIN icon
Coinbase
COIN
+$7.27M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$6.5M

Sector Composition

1 Technology 12.43%
2 Financials 11.8%
3 Communication Services 6.25%
4 Consumer Discretionary 3.99%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LMT icon
201
Lockheed Martin
LMT
$135B
$2.04M 0.07%
4,084
+146
SO icon
202
Southern Company
SO
$97.9B
$2.01M 0.07%
21,220
-29,182
SBUX icon
203
Starbucks
SBUX
$106B
$1.99M 0.06%
23,579
+7,102
FCX icon
204
Freeport-McMoran
FCX
$84.3B
$1.99M 0.06%
50,712
+1,413
DGRO icon
205
iShares Core Dividend Growth ETF
DGRO
$37.2B
$1.98M 0.06%
29,148
+400
SPEM icon
206
SPDR Portfolio Emerging Markets ETF
SPEM
$16.1B
$1.97M 0.06%
42,148
+139
APH icon
207
Amphenol
APH
$189B
$1.96M 0.06%
15,870
+3,083
LRCX icon
208
Lam Research
LRCX
$280B
$1.96M 0.06%
14,651
+3,925
SCHM icon
209
Schwab US Mid-Cap ETF
SCHM
$13.1B
$1.96M 0.06%
66,108
+6,842
VWOB icon
210
Vanguard Emerging Markets Government Bond ETF
VWOB
$5.67B
$1.96M 0.06%
29,249
+5,411
ECL icon
211
Ecolab
ECL
$78.5B
$1.95M 0.06%
7,127
+395
AMGN icon
212
Amgen
AMGN
$178B
$1.93M 0.06%
6,840
+529
AMAT icon
213
Applied Materials
AMAT
$259B
$1.91M 0.06%
9,317
+1,406
VTIP icon
214
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$17.3B
$1.9M 0.06%
37,601
+11,651
MU icon
215
Micron Technology
MU
$408B
$1.89M 0.06%
11,320
+924
HDB icon
216
HDFC Bank
HDB
$167B
$1.88M 0.06%
55,055
+5,341
DUK icon
217
Duke Energy
DUK
$92.7B
$1.87M 0.06%
15,086
+992
BBVA icon
218
Banco Bilbao Vizcaya Argentaria
BBVA
$138B
$1.86M 0.06%
96,793
+12,386
NTES icon
219
NetEase
NTES
$87.4B
$1.84M 0.06%
12,108
+970
SHW icon
220
Sherwin-Williams
SHW
$88.7B
$1.82M 0.06%
5,250
+396
PSLV icon
221
Sprott Physical Silver Trust
PSLV
$17.8B
$1.82M 0.06%
115,620
TM icon
222
Toyota
TM
$302B
$1.79M 0.06%
9,360
+1,074
COP icon
223
ConocoPhillips
COP
$121B
$1.78M 0.06%
18,865
+5,936
WM icon
224
Waste Management
WM
$89.1B
$1.78M 0.06%
8,062
+30
GEV icon
225
GE Vernova
GEV
$185B
$1.78M 0.06%
2,891
+231
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9
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