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
$1.6B
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$14.2M
3
+$12.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$10.9M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$9.47M

Top Sells

1
+$10.4M
2
+$4.5M
3
+$3.24M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$3.01M
5
DYFI icon
IDX Dynamic Fixed Income ETF
DYFI
+$3.01M

Sector Composition

1 Technology 11.65%
2 Financials 11.3%
3 Communication Services 6.02%
4 Consumer Discretionary 3.97%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.24M 0.08%
4,589
+287
202
$1.23M 0.08%
42,433
+4,583
203
$1.22M 0.08%
45,270
-7,244
204
$1.22M 0.08%
4,815
+205
205
$1.22M 0.08%
30,244
+10,524
206
$1.2M 0.07%
11,360
+1,013
207
$1.18M 0.07%
48,030
-8
208
$1.18M 0.07%
6,025
+839
209
$1.18M 0.07%
8,233
-2,919
210
$1.17M 0.07%
10,437
+1,401
211
$1.17M 0.07%
24,569
+663
212
$1.16M 0.07%
84,647
+11,636
213
$1.16M 0.07%
13,748
-4,125
214
$1.16M 0.07%
21,740
+5,614
215
$1.15M 0.07%
7,463
-52
216
$1.15M 0.07%
19,932
+4,189
217
$1.14M 0.07%
42,456
-21,230
218
$1.13M 0.07%
30,458
+6,025
219
$1.13M 0.07%
15,914
+4,150
220
$1.12M 0.07%
18,029
+3,235
221
$1.12M 0.07%
39,660
+2,683
222
$1.12M 0.07%
47,809
+16,298
223
$1.12M 0.07%
49,396
+16,519
224
$1.1M 0.07%
17,735
-3,373
225
$1.1M 0.07%
90,526
+12,755
7 8
9
10 11