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
$1.98B
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$14.5M
3
+$12.7M
4
INTF icon
iShares International Equity Factor ETF
INTF
+$11.2M
5
MSFT icon
Microsoft
MSFT
+$10.1M

Top Sells

1
+$2.86M
2
+$2.27M
3
+$2.12M
4
NEE icon
NextEra Energy
NEE
+$2.05M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.84M

Sector Composition

1 Technology 12.68%
2 Financials 11.38%
3 Communication Services 6.72%
4 Consumer Discretionary 4.45%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$81.1M 4.1%
324,005
+57,741
2
$80.4M 4.06%
323,838
-1,316
3
$57M 2.88%
96,753
+14,904
4
$44.2M 2.23%
1,537,960
+389,581
5
$38.8M 1.96%
812,254
+82,789
6
$38.6M 1.95%
65,925
+4,122
7
$37.5M 1.89%
196,792
+77,269
8
$37.4M 1.89%
620,387
+137,733
9
$36.6M 1.85%
1,313,437
+149,241
10
$36.4M 1.84%
86,370
+23,868
11
$35.4M 1.79%
1,357,798
+66,256
12
$32.2M 1.63%
240,111
+50,959
13
$30.2M 1.53%
56,114
+23,563
14
$28.6M 1.44%
130,364
+33,107
15
$25.5M 1.29%
43,478
+13,220
16
$24M 1.21%
333,634
+80,260
17
$23.9M 1.21%
1,064,809
+389,856
18
$23.6M 1.19%
98,014
+11,512
19
$23.2M 1.17%
122,756
+39,208
20
$21.1M 1.07%
218,013
+20,554
21
$20.6M 1.04%
467,536
+56,789
22
$20.2M 1.02%
540,910
+92,613
23
$19.6M 0.99%
433,764
+149,832
24
$19.3M 0.97%
908,390
+392,799
25
$19.1M 0.96%
343,617
+91,613
1
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