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
$723M
AUM Growth
+$423M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$70.5M
2
+$11.7M
3
+$11.5M
4
VB icon
Vanguard Small-Cap ETF
VB
+$10.6M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.6M

Top Sells

1
+$2.28M
2
+$1.24M
3
+$1.15M
4
REMX icon
VanEck Rare Earth/Strategic Metals ETF
REMX
+$1.1M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$940K

Sector Composition

1 Financials 17.31%
2 Technology 15.64%
3 Communication Services 5.99%
4 Healthcare 4.42%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$671K 0.09%
+4,927
202
$660K 0.09%
17,562
-8,785
203
$658K 0.09%
+6,918
204
$657K 0.09%
37,273
+5,046
205
$657K 0.09%
+5,969
206
$655K 0.09%
+4,416
207
$653K 0.09%
+8,437
208
$650K 0.09%
6,661
+3,634
209
$648K 0.09%
9,419
+2,229
210
$641K 0.09%
+6,485
211
$640K 0.09%
+10,857
212
$639K 0.09%
5,809
+3,329
213
$635K 0.09%
10,453
+3,752
214
$630K 0.09%
63,617
-7,832
215
$630K 0.09%
+75,616
216
$629K 0.09%
+2,721
217
$629K 0.09%
12,001
-845
218
$628K 0.09%
2,700
+184
219
$626K 0.09%
2,987
+1,546
220
$623K 0.09%
114,863
+44,175
221
$615K 0.09%
758
+129
222
$609K 0.08%
8,799
+3,875
223
$608K 0.08%
+14,996
224
$606K 0.08%
31,038
+5,614
225
$606K 0.08%
5,427
+1,880
7 8
9
10 11