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
$1.98B
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$14.5M
3
+$12.7M
4
INTF icon
iShares International Equity Factor ETF
INTF
+$11.2M
5
MSFT icon
Microsoft
MSFT
+$10.1M

Top Sells

1
+$2.86M
2
+$2.27M
3
+$2.12M
4
NEE icon
NextEra Energy
NEE
+$2.05M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.84M

Sector Composition

1 Technology 12.68%
2 Financials 11.38%
3 Communication Services 6.72%
4 Consumer Discretionary 4.45%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.41M 0.07%
61,048
+4,099
202
$1.4M 0.07%
11,095
+3,440
203
$1.4M 0.07%
6,928
+687
204
$1.4M 0.07%
5,362
-26
205
$1.39M 0.07%
40,814
-8,818
206
$1.38M 0.07%
98,560
+13,913
207
$1.37M 0.07%
+29,192
208
$1.36M 0.07%
2,619
-210
209
$1.36M 0.07%
6,173
+1,303
210
$1.36M 0.07%
14,861
+1,741
211
$1.35M 0.07%
+33,315
212
$1.34M 0.07%
28,019
+3,980
213
$1.32M 0.07%
4,778
+278
214
$1.29M 0.07%
10,712
+1,573
215
$1.29M 0.06%
3,069
+254
216
$1.28M 0.06%
28,232
+3,663
217
$1.28M 0.06%
61,803
+12,231
218
$1.27M 0.06%
19,650
+3,736
219
$1.27M 0.06%
12,238
-251
220
$1.23M 0.06%
18,707
-9,128
221
$1.22M 0.06%
2,337
+974
222
$1.22M 0.06%
5,089
+274
223
$1.21M 0.06%
28,601
+2,776
224
$1.21M 0.06%
40,535
+6,998
225
$1.21M 0.06%
51,887
+4,078
7 8
9
10 11