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

Top Buys

1
+$11M
2
+$10.7M
3
+$10M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.81M
5
BND icon
Vanguard Total Bond Market
BND
+$7.14M

Top Sells

1
+$11.1M
2
+$8.26M
3
+$7.15M
4
OKLO
Oklo
OKLO
+$5.76M
5
RBLX icon
Roblox
RBLX
+$5.59M

Sector Composition

1 Financials 12.16%
2 Technology 11.72%
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
ECL icon
201
Ecolab
ECL
$77.3B
$1.81M 0.07%
6,732
-306
KMI icon
202
Kinder Morgan
KMI
$62.2B
$1.8M 0.07%
61,141
+5,589
SPEM icon
203
SPDR Portfolio Emerging Markets ETF
SPEM
$15.9B
$1.8M 0.07%
42,009
-121
IBN icon
204
ICICI Bank
IBN
$105B
$1.77M 0.07%
52,670
+10,908
JPST icon
205
JPMorgan Ultra-Short Income ETF
JPST
$36B
$1.77M 0.07%
34,891
+16,316
AMGN icon
206
Amgen
AMGN
$178B
$1.76M 0.07%
6,311
-394
CMG icon
207
Chipotle Mexican Grill
CMG
$51.6B
$1.75M 0.07%
31,123
+2,960
WMB icon
208
Williams Companies
WMB
$75.1B
$1.74M 0.07%
27,641
+4,483
MUFG icon
209
Mitsubishi UFJ Financial
MUFG
$207B
$1.72M 0.07%
125,620
+4,646
XLF icon
210
State Street Financial Select Sector SPDR ETF
XLF
$53.1B
$1.71M 0.06%
32,714
+8,354
LOW icon
211
Lowe's Companies
LOW
$151B
$1.71M 0.06%
7,716
+186
HON icon
212
Honeywell
HON
$137B
$1.71M 0.06%
7,349
-1,704
XLV icon
213
State Street Health Care Select Sector SPDR ETF
XLV
$41.1B
$1.7M 0.06%
12,599
-1,036
SPMO icon
214
Invesco S&P 500 Momentum ETF
SPMO
$13.4B
$1.67M 0.06%
14,866
+3,240
AZN icon
215
AstraZeneca
AZN
$279B
$1.67M 0.06%
23,914
-12,059
SHYG icon
216
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$8.11B
$1.67M 0.06%
38,648
+10,016
SHW icon
217
Sherwin-Williams
SHW
$86B
$1.67M 0.06%
4,854
-941
DUK icon
218
Duke Energy
DUK
$93B
$1.66M 0.06%
14,094
-535
SCHM icon
219
Schwab US Mid-Cap ETF
SCHM
$13B
$1.66M 0.06%
59,266
-3,748
MRVL icon
220
Marvell Technology
MRVL
$67.7B
$1.65M 0.06%
21,285
+3,855
CB icon
221
Chubb
CB
$118B
$1.64M 0.06%
5,656
+924
AMT icon
222
American Tower
AMT
$83.2B
$1.63M 0.06%
7,386
+693
TJX icon
223
TJX Companies
TJX
$173B
$1.62M 0.06%
13,147
+1,250
SAN icon
224
Banco Santander
SAN
$175B
$1.61M 0.06%
194,128
+29,146
TMO icon
225
Thermo Fisher Scientific
TMO
$233B
$1.6M 0.06%
3,958
-34
7 8
9
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