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
$179M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$6.91M
3
+$4.67M
4
JPM icon
JPMorgan Chase
JPM
+$3.76M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.56M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.48%
2 Financials 6.93%
3 Healthcare 6.83%
4 Industrials 5.21%
5 Consumer Staples 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$209K 0.12%
+3,490
202
$201K 0.11%
+1,988
203
$200K 0.11%
+10,486
204
$200K 0.11%
+12,288
205
$198K 0.11%
+37,195
206
$198K 0.11%
+18,247
207
$191K 0.11%
+16,946
208
$179K 0.1%
+21,155
209
$165K 0.09%
+15,127
210
$156K 0.09%
+12,612
211
$131K 0.07%
+10,394
212
$126K 0.07%
+12,672
213
$122K 0.07%
+10,203
214
$115K 0.06%
+10,294
215
$115K 0.06%
+13,332
216
$113K 0.06%
+32,625
217
$103K 0.06%
+12,724
218
$90.7K 0.05%
+18,474
219
$83.7K 0.05%
+13,790
220
$68.8K 0.04%
+12,461
221
$68.6K 0.04%
+4,055
222
$57K 0.03%
+15,450
223
$14.8K 0.01%
+12,000
224
$977 ﹤0.01%
+31,610
5 6 7 8
9