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
$3.38B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,267
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$26.4M
3
+$22.2M
4
CSRE
Cohen & Steers Real Estate Active ETF
CSRE
+$15.5M
5
HOOD icon
Robinhood
HOOD
+$15.5M

Top Sells

1
+$25M
2
+$12.8M
3
+$9.99M
4
HYDB icon
iShares High Yield Systematic Bond ETF
HYDB
+$9.61M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$8.91M

Sector Composition

1 Technology 15.06%
2 Financials 10.36%
3 Communication Services 6.26%
4 Consumer Discretionary 4.52%
5 Healthcare 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VZ icon
201
Verizon
VZ
$216B
$2.38M 0.07%
58,409
+970
XLF icon
202
State Street Financial Select Sector SPDR ETF
XLF
$49.5B
$2.38M 0.07%
43,426
+15,309
BLK icon
203
Blackrock
BLK
$161B
$2.38M 0.07%
2,221
+445
VTIP icon
204
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$16.2B
$2.37M 0.07%
47,824
+10,223
DUK icon
205
Duke Energy
DUK
$102B
$2.35M 0.07%
20,031
+4,945
GEV icon
206
GE Vernova
GEV
$220B
$2.34M 0.07%
3,584
+693
SHV icon
207
iShares 0-1 Year Treasury Bond ETF
SHV
$20.2B
$2.34M 0.07%
21,207
+1,480
ANET icon
208
Arista Networks
ANET
$175B
$2.31M 0.07%
17,609
-318
RSP icon
209
Invesco S&P 500 Equal Weight ETF
RSP
$87.5B
$2.29M 0.07%
11,944
-103
TD icon
210
Toronto Dominion Bank
TD
$163B
$2.29M 0.07%
24,264
+2,889
SYK icon
211
Stryker
SYK
$142B
$2.26M 0.07%
6,443
+2,636
SHYG icon
212
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.74B
$2.25M 0.07%
52,421
+686
KKR icon
213
KKR & Co
KKR
$85.2B
$2.24M 0.07%
17,604
+7,172
HDB icon
214
HDFC Bank
HDB
$156B
$2.23M 0.07%
61,089
+6,034
NOW icon
215
ServiceNow
NOW
$126B
$2.21M 0.07%
14,450
+430
EFG icon
216
iShares MSCI EAFE Growth ETF
EFG
$9.47B
$2.19M 0.06%
19,256
-7,008
DHR icon
217
Danaher
DHR
$143B
$2.19M 0.06%
9,554
+3,060
PH icon
218
Parker-Hannifin
PH
$122B
$2.19M 0.06%
2,487
+772
APH icon
219
Amphenol
APH
$167B
$2.19M 0.06%
16,171
+301
FENI icon
220
Fidelity Enhanced International ETF
FENI
$7.77B
$2.16M 0.06%
59,173
-1,563
APP icon
221
Applovin
APP
$172B
$2.15M 0.06%
3,197
-233
LHX icon
222
L3Harris
LHX
$67.3B
$2.15M 0.06%
7,329
+2,946
B
223
Barrick Mining
B
$76B
$2.13M 0.06%
48,984
+3,541
MCK icon
224
McKesson
MCK
$114B
$2.13M 0.06%
2,598
+1,251
QCOM icon
225
Qualcomm
QCOM
$146B
$2.13M 0.06%
12,448
+3,174
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9
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