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
$2.64B
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,165
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.97M
3
+$8.75M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.28M
5
BND icon
Vanguard Total Bond Market
BND
+$7.05M

Top Sells

1
+$7.64M
2
+$6.99M
3
+$4.77M
4
RBLX icon
Roblox
RBLX
+$4.17M
5
OKLO
Oklo
OKLO
+$3.97M

Sector Composition

1 Financials 12.31%
2 Technology 11.58%
3 Communication Services 5.98%
4 Consumer Discretionary 3.96%
5 Industrials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.81M 0.07%
6,732
-306
202
$1.8M 0.07%
61,141
+5,589
203
$1.8M 0.07%
42,009
-121
204
$1.77M 0.07%
52,670
+10,908
205
$1.77M 0.07%
34,891
+16,316
206
$1.76M 0.07%
6,311
-394
207
$1.75M 0.07%
31,123
+2,960
208
$1.74M 0.07%
27,641
+4,483
209
$1.72M 0.07%
125,620
+4,646
210
$1.71M 0.06%
32,714
+8,354
211
$1.71M 0.06%
7,716
+186
212
$1.71M 0.06%
7,349
-1,704
213
$1.7M 0.06%
12,599
-1,036
214
$1.67M 0.06%
14,866
+3,240
215
$1.67M 0.06%
23,914
-12,059
216
$1.67M 0.06%
38,648
+10,016
217
$1.67M 0.06%
4,854
-941
218
$1.66M 0.06%
14,094
-535
219
$1.66M 0.06%
59,266
-3,748
220
$1.65M 0.06%
21,285
+3,855
221
$1.64M 0.06%
5,656
+924
222
$1.63M 0.06%
7,386
+693
223
$1.62M 0.06%
13,147
+1,250
224
$1.61M 0.06%
194,128
+29,146
225
$1.6M 0.06%
3,958
-34
7 8
9
10 11