AFG

Atomi Financial Group Portfolio holdings

AUM $3.09B
1-Year Est. Return 36.43%
This Quarter Est. Return
1 Year Est. Return
+36.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.19B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$15.9M
3
+$13.8M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$12M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$11.5M

Top Sells

1
+$3.18M
2
+$3.14M
3
+$2.96M
4
GE icon
GE Aerospace
GE
+$2.9M
5
CAT icon
Caterpillar
CAT
+$2.53M

Sector Composition

1 Technology 10.69%
2 Financials 10.41%
3 Communication Services 6.08%
4 Consumer Discretionary 3.92%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.65M 0.08%
63,014
+2,750
202
$1.65M 0.08%
120,974
+18,962
203
$1.61M 0.07%
44,166
+3,352
204
$1.59M 0.07%
15,098
+1,340
205
$1.58M 0.07%
55,552
-14,401
206
$1.58M 0.07%
3,005
+313
207
$1.56M 0.07%
15,296
+444
208
$1.53M 0.07%
5,422
+333
209
$1.51M 0.07%
22,223
+7,694
210
$1.5M 0.07%
+97,881
211
$1.5M 0.07%
15,992
-2,563
212
$1.49M 0.07%
3,184
+907
213
$1.48M 0.07%
6,717
+1,371
214
$1.46M 0.07%
6,693
+526
215
$1.45M 0.07%
7,078
+186
216
$1.45M 0.07%
11,897
+1,185
217
$1.45M 0.07%
13,009
+771
218
$1.43M 0.07%
22,573
+3,008
219
$1.43M 0.07%
4,732
-46
220
$1.42M 0.06%
4,642
+831
221
$1.41M 0.06%
28,163
-2,101
222
$1.41M 0.06%
12,518
-1,938
223
$1.4M 0.06%
38,026
+6,351
224
$1.4M 0.06%
37,954
-3,133
225
$1.39M 0.06%
5,151
-284
7 8
9
10 11