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
$1.35B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.8M
3
+$10M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.69M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.67M

Top Sells

1
+$5.58M
2
+$4M
3
+$3.63M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$3.19M
5
LIN icon
Linde
LIN
+$2.69M

Sector Composition

1 Technology 13%
2 Financials 12.43%
3 Communication Services 6.33%
4 Healthcare 3.67%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$70.6M 5.23%
317,869
-6,535
2
$53.2M 3.93%
252,409
+36,507
3
$30.8M 2.28%
61,169
+13,071
4
$30.8M 2.28%
56,280
+14,362
5
$26.9M 1.99%
60,201
+10,789
6
$25.5M 1.89%
515,442
+152,853
7
$25.1M 1.86%
1,017,774
+436,503
8
$24.7M 1.83%
979,716
+397,272
9
$23.8M 1.76%
192,263
+35,743
10
$21.5M 1.59%
735,081
+290,658
11
$19.5M 1.44%
200,886
+166,796
12
$18.7M 1.38%
101,731
+30,447
13
$17.6M 1.3%
315,341
+136,864
14
$16.5M 1.22%
377,896
+7,556
15
$16.3M 1.2%
29,860
+3,130
16
$16.1M 1.19%
836,752
-92,480
17
$15.6M 1.15%
344,212
+104,854
18
$15M 1.11%
82,447
+47,576
19
$15M 1.11%
68,706
+20,480
20
$14.1M 1.04%
72,941
+4,749
21
$11.9M 0.88%
78,814
+22,521
22
$11.6M 0.86%
160,356
+106,767
23
$11.4M 0.84%
510,847
+150,321
24
$11.1M 0.82%
27,199
+6,542
25
$10.6M 0.79%
330,647
+141,975
1
2 3 4 5