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
$2.19B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$15.9M
3
+$13.8M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$12M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$11.5M

Top Sells

1
+$3.18M
2
+$3.14M
3
+$2.96M
4
GE icon
GE Aerospace
GE
+$2.9M
5
CAT icon
Caterpillar
CAT
+$2.53M

Sector Composition

1 Technology 10.69%
2 Financials 10.41%
3 Communication Services 6.08%
4 Consumer Discretionary 3.92%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$3.9T
$74.8M 3.41%
336,537
+12,532
IVV icon
2
iShares Core S&P 500 ETF
IVV
$666B
$62.8M 2.86%
111,795
+15,042
COIN icon
3
Coinbase
COIN
$87B
$57.5M 2.62%
333,650
+9,812
INTF icon
4
iShares International Equity Factor ETF
INTF
$2.66B
$53.3M 2.43%
1,729,476
+191,516
VEA icon
5
Vanguard FTSE Developed Markets ETF
VEA
$178B
$46.6M 2.12%
915,998
+103,744
META icon
6
Meta Platforms (Facebook)
META
$1.84T
$42.5M 1.94%
73,706
+7,781
LRGF icon
7
iShares US Equity Factor ETF
LRGF
$2.95B
$40.4M 1.84%
697,338
+76,951
SCHV icon
8
Schwab US Large-Cap Value ETF
SCHV
$14.1B
$39.7M 1.81%
1,494,078
+136,280
VWO icon
9
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$37M 1.69%
818,389
+350,853
SCHG icon
10
Schwab US Large-Cap Growth ETF
SCHG
$52.4B
$36.4M 1.66%
1,454,801
+141,364
VOO icon
11
Vanguard S&P 500 ETF
VOO
$764B
$36.2M 1.65%
70,482
+14,368
MSFT icon
12
Microsoft
MSFT
$3.85T
$31.6M 1.44%
84,100
-2,270
BND icon
13
Vanguard Total Bond Market
BND
$138B
$30.7M 1.4%
417,556
+83,922
GOOG icon
14
Alphabet (Google) Class C
GOOG
$3.04T
$29.3M 1.33%
187,302
-9,490
NFLT icon
15
Virtus Newfleet Multi-Sector Bond ETF
NFLT
$313M
$28.1M 1.28%
1,244,345
+179,536
VUG icon
16
Vanguard Growth ETF
VUG
$197B
$27.8M 1.27%
74,873
+45,247
AMZN icon
17
Amazon
AMZN
$2.37T
$27.3M 1.24%
143,364
+13,000
NVDA icon
18
NVIDIA
NVDA
$4.41T
$26.8M 1.22%
247,734
+7,623
VB icon
19
Vanguard Small-Cap ETF
VB
$68B
$24.6M 1.12%
111,086
+13,072
SPY icon
20
SPDR S&P 500 ETF Trust
SPY
$667B
$24.5M 1.11%
43,710
+232
VTV icon
21
Vanguard Value ETF
VTV
$148B
$23.6M 1.08%
136,647
+79,862
EMXC icon
22
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.8B
$22.7M 1.04%
412,929
+69,312
HOOD icon
23
Robinhood
HOOD
$117B
$22.5M 1.02%
540,128
-782
IUSB icon
24
iShares Core Total USD Bond Market ETF
IUSB
$33.6B
$21.9M 1%
476,154
+42,390
BRK.B icon
25
Berkshire Hathaway Class B
BRK.B
$1.06T
$21.1M 0.96%
39,559
+7,762
1
2 3 4 5