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AFG

Atomi Financial Group Portfolio holdings

AUM $3.84B
1-Year Est. Return 30.73%
This Fund
S&P 500
This Quarter Est. Return
+2.07%
1 Year Est. Return
+30.73%
3 Year Est. Return
+138.65%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$3.41B
AUM Growth
+$316M
Cap. Flow
+$306M
Cap. Flow %
8.97%
Top 10 Hldgs %
22.56%
Holding
1,284
New
119
Increased
691
Reduced
366
Closed
78

Top Buys

Rank Stock Value
1
FIG
Figma
FIG
+$41.2M
2
AVGO icon
Broadcom
AVGO
+$26.4M
3
AAPL icon
Apple
AAPL
+$22.2M
4
CSRE
Cohen & Steers Real Estate Active ETF
CSRE
+$15.5M
5
HOOD icon
Robinhood
HOOD
+$15.5M

Top Sells

Rank Stock Value
1
OKLO
Oklo
OKLO
+$25M
2
SCHH icon
Schwab US REIT ETF
SCHH
+$12.8M
3
MBB icon
iShares MBS ETF
MBB
+$9.99M
4
HYDB icon
iShares High Yield Systematic Bond ETF
HYDB
+$9.61M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$8.91M

Sector Composition

Rank Sector Weight
1 Technology 14.94%
2 Financials 10.4%
3 Communication Services 6.21%
4 Consumer Discretionary 4.49%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBTG icon
201
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.22B
$2.45M 0.07%
+107,006
New +$2.45M
BSJR icon
202
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$869M
$2.42M 0.07%
106,924
+16,542
+18% +$375K
VZ icon
203
Verizon
VZ
$195B
$2.38M 0.07%
58,409
+970
+2% +$39.3K
XLF icon
204
State Street Financial Select Sector SPDR ETF
XLF
$58.5B
$2.38M 0.07%
43,426
+15,309
+54% +$816K
BLK icon
205
Blackrock
BLK
$175B
$2.38M 0.07%
2,221
+445
+25% +$486K
VTIP icon
206
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$2.37M 0.07%
47,824
+10,223
+27% +$511K
DUK icon
207
Duke Energy
DUK
$96.9B
$2.35M 0.07%
20,031
+4,945
+33% +$604K
GEV icon
208
GE Vernova
GEV
$271B
$2.34M 0.07%
3,584
+693
+24% +$422K
SHV icon
209
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
$2.34M 0.07%
21,207
+1,480
+8% +$163K
ANET icon
210
Arista Networks
ANET
$240B
$2.31M 0.07%
17,609
-318
-2% -$43.8K
RSP icon
211
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
$2.29M 0.07%
11,944
-103
-0.9% -$19.6K
TD icon
212
Toronto Dominion Bank
TD
$200B
$2.29M 0.07%
24,264
+2,889
+14% +$244K
SYK icon
213
Stryker
SYK
$131B
$2.26M 0.07%
6,443
+2,636
+69% +$960K
SHYG icon
214
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.61B
$2.25M 0.07%
52,421
+686
+1% +$29.4K
KKR icon
215
KKR & Co
KKR
$95.7B
$2.24M 0.07%
17,604
+7,172
+69% +$892K
HDB icon
216
HDFC Bank
HDB
$124B
$2.23M 0.07%
61,089
+6,034
+11% +$217K
NOW icon
217
ServiceNow
NOW
$122B
$2.21M 0.06%
14,450
+430
+3% +$73.8K
EFG icon
218
iShares MSCI EAFE Growth ETF
EFG
$17B
$2.19M 0.06%
19,256
-7,008
-27% -$803K
DHR icon
219
Danaher
DHR
$137B
$2.19M 0.06%
9,554
+3,060
+47% +$673K
PH icon
220
Parker-Hannifin
PH
$126B
$2.19M 0.06%
2,487
+772
+45% +$632K
APH icon
221
Amphenol
APH
$201B
$2.19M 0.06%
16,171
+301
+2% +$40.3K
FENI icon
222
Fidelity Enhanced International ETF
FENI
$11.1B
$2.16M 0.06%
59,173
-1,563
-3% -$55.9K
APP icon
223
Applovin
APP
$141B
$2.15M 0.06%
3,197
-233
-7% -$147K
LHX icon
224
L3Harris
LHX
$51.7B
$2.15M 0.06%
7,329
+2,946
+67% +$852K
B
225
Barrick Mining
B
$64B
$2.13M 0.06%
48,984
+3,541
+8% +$133K
7 8
9
10 11

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DWM
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TFM
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IP
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Atomi Financial Group's Q4 2025 Portfolio in Review

As of Q4 2025, Atomi Financial Group held 1,284 positions worth $3.41B, up 10% from $3.09B the previous quarter. Its ten largest holdings account for 23% of the portfolio.

Atomi Financial Group deployed $306M of net new capital in Q4 2025, opening 119 new positions and adding to 691 existing holdings. Its largest new stake was Figma: 911,342 shares worth $34.1M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, up from 12% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Oklo, an estimated $25M trimmed.

  • Atomi Financial Group's largest Q4 2025 buy was Figma: 911,342 shares worth $34.1M.
  • Atomi Financial Group added most to Broadcom in Q4 2025, an estimated $26.4M increase.
  • Atomi Financial Group's biggest Q4 2025 reduction was Oklo, cutting an estimated $25M.
  • Atomi Financial Group fully exited iShares iBonds Dec 2025 Term Treasury ETF in Q4 2025, selling an estimated $2.27M.
  • Atomi Financial Group's ten largest holdings make up 23% of its $3.41B portfolio in Q4 2025.
  • Atomi Financial Group opened 119 new positions and closed 78 in Q4 2025.
  • Atomi Financial Group's portfolio value rose 10% quarter-over-quarter to $3.41B.

Based on Atomi Financial Group's 13F filing for Q4 2025, filed 19 Feb 2026.