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
$179M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$6.91M
3
+$4.67M
4
JPM icon
JPMorgan Chase
JPM
+$3.76M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.56M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.48%
2 Financials 6.93%
3 Healthcare 6.83%
4 Industrials 5.21%
5 Consumer Staples 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.1M 10.12%
+109,892
2
$6.91M 3.86%
+16,821
3
$4.67M 2.61%
+16,204
4
$3.76M 2.1%
+28,836
5
$3.56M 1.99%
+22,996
6
$3.34M 1.86%
+15,714
7
$3.16M 1.76%
+28,580
8
$3.03M 1.69%
+64,445
9
$2.88M 1.61%
+40,312
10
$2.87M 1.6%
+57,283
11
$2.38M 1.33%
+27,817
12
$2.37M 1.32%
+14,522
13
$2.34M 1.3%
+39,791
14
$2.22M 1.24%
+18,962
15
$2.2M 1.23%
+20,711
16
$2.11M 1.18%
+9,241
17
$1.97M 1.1%
+15,057
18
$1.89M 1.06%
+66,193
19
$1.82M 1.02%
+3,845
20
$1.72M 0.96%
+61,878
21
$1.7M 0.95%
+11,418
22
$1.68M 0.94%
+5,243
23
$1.64M 0.92%
+14,870
24
$1.51M 0.84%
+18,406
25
$1.43M 0.8%
+3,505
1
2 3 4 5