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
$1.35B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.8M
3
+$10M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.69M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.67M

Top Sells

1
+$5.58M
2
+$4M
3
+$3.63M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$3.19M
5
LIN icon
Linde
LIN
+$2.69M

Sector Composition

1 Technology 13%
2 Financials 12.43%
3 Communication Services 6.33%
4 Healthcare 3.67%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.04M 0.08%
26,576
-3,338
202
$1.04M 0.08%
6,299
+991
203
$1.03M 0.08%
12,668
-45
204
$1.03M 0.08%
11,506
+964
205
$1.02M 0.08%
5,250
+965
206
$1.02M 0.08%
48,775
+5,433
207
$1.01M 0.07%
5,804
+1,433
208
$1M 0.07%
+10,901
209
$999K 0.07%
36,977
+2,103
210
$996K 0.07%
4,302
+1,110
211
$994K 0.07%
4,194
+1,389
212
$986K 0.07%
73,011
+12,569
213
$980K 0.07%
19,523
-63,487
214
$978K 0.07%
14,829
+5,378
215
$977K 0.07%
1,241
+234
216
$977K 0.07%
9,430
+921
217
$967K 0.07%
13,118
+2,528
218
$958K 0.07%
16,608
-39,211
219
$957K 0.07%
4,610
+1,810
220
$956K 0.07%
+37,177
221
$950K 0.07%
23,409
-21,579
222
$946K 0.07%
4,289
+1,356
223
$942K 0.07%
3,697
-241
224
$940K 0.07%
12,168
+7,439
225
$940K 0.07%
30,688
-18,183
7 8
9
10 11