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
$299M
AUM Growth
+$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$2.99M
3
+$2.9M
4
NVDA icon
NVIDIA
NVDA
+$2.48M
5
GE icon
GE Aerospace
GE
+$2.4M

Top Sells

1
+$1.26M
2
+$1.23M
3
+$832K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$804K
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$797K

Sector Composition

1 Technology 18.4%
2 Financials 6.12%
3 Healthcare 5.1%
4 Industrials 4.43%
5 Communication Services 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.4M 7.81%
136,532
+16,919
2
$10.3M 3.43%
23,903
+10,113
3
$6.12M 2.04%
19,394
+1,024
4
$4.91M 1.64%
37,291
+14,989
5
$4.54M 1.52%
15,125
+6,780
6
$4.3M 1.44%
29,645
+599
7
$3.75M 1.25%
24,096
-69
8
$3.33M 1.11%
17,361
+1,953
9
$3.26M 1.09%
75,040
+57,020
10
$3.25M 1.09%
65,838
+18,505
11
$3.02M 1.01%
124,199
+59,025
12
$2.99M 1%
+71,822
13
$2.96M 0.99%
19,051
14
$2.92M 0.98%
10,702
+1,036
15
$2.77M 0.92%
7,728
+1,373
16
$2.76M 0.92%
26,074
+19,028
17
$2.76M 0.92%
5,406
+4,081
18
$2.71M 0.91%
26,367
+22,161
19
$2.69M 0.9%
6,283
+2,109
20
$2.65M 0.88%
29,653
+18,263
21
$2.53M 0.85%
30,510
+27,380
22
$2.51M 0.84%
14,871
-1
23
$2.4M 0.8%
6,456
+5,696
24
$2.4M 0.8%
+27,184
25
$2.4M 0.8%
+777
1
2 3 4 5