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
$299M
AUM Growth
+$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$2.99M
3
+$2.9M
4
NVDA icon
NVIDIA
NVDA
+$2.48M
5
GE icon
GE Aerospace
GE
+$2.4M

Top Sells

1
+$1.26M
2
+$1.23M
3
+$832K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$804K
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$797K

Sector Composition

1 Technology 18.4%
2 Financials 6.12%
3 Healthcare 5.1%
4 Industrials 4.43%
5 Communication Services 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$366K 0.12%
+21,285
202
$366K 0.12%
9,911
+1,974
203
$365K 0.12%
+722
204
$358K 0.12%
+13,164
205
$356K 0.12%
6,235
+2,457
206
$354K 0.12%
+10,205
207
$354K 0.12%
16,674
208
$351K 0.12%
2,136
-285
209
$349K 0.12%
20,415
210
$347K 0.12%
16,810
211
$347K 0.12%
+10,409
212
$347K 0.12%
30,054
-822
213
$344K 0.11%
+24,518
214
$342K 0.11%
17,006
215
$341K 0.11%
25,424
+2,440
216
$339K 0.11%
+42,420
217
$338K 0.11%
44,305
-1,244
218
$336K 0.11%
+3,845
219
$334K 0.11%
+2,893
220
$333K 0.11%
+8,463
221
$330K 0.11%
4,854
-4,422
222
$329K 0.11%
+559
223
$328K 0.11%
22,150
224
$325K 0.11%
20,367
+3,617
225
$324K 0.11%
9,108
+1,016
7 8
9
10 11