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Jeffrey A. Smith

@Atomi Financial Group, Inc.

Latest period2024 - Q4ReportedManaged Assets$1.98BTotal holdings964
Assets growth rate23.71%Assets growth rate (2-Q avg)21.08%Continuous growth in asset value7 quarters

Portfolio positions

This chart displays the top 10 holdings in Atomi Financial Group, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 964 positions.

Assets under management

The assets under management (AUM) of Atomi Financial Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.98B in assets, with a quarterly growth rate of 23.71% and a 2-quarter average growth rate of 21.08%. The portfolio is managed by Jeffrey A. Smith, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
COINCoinbase Global Inc
Recent Activity
Decreased -0.4%
4.07%
$80.409M
323,838 shares@ $248.3 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -9.3%
0.3%
$5.825M
40,277 shares@ $144.62 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -12.27%
0.28%
$5.347M
49,709 shares@ $107.58 avg price
GEGe Aerospace
Recent Activity
Decreased -1.18%
0.22%
$4.175M
25,032 shares@ $166.79 avg price
IJRIshares Tr
Recent Activity
Decreased -2.85%
0.21%
$4.101M
35,593 shares@ $115.23 avg price
AFRMAffirm Hldgs Inc
Recent Activity
Decreased -7.03%
0.2%
$3.946M
64,796 shares@ $60.9 avg price
MMM3m Co
Recent Activity
Decreased -0.43%
0.19%
$3.564M
27,608 shares@ $129.1 avg price
BABoeing Co
Recent Activity
Decreased -1.2%
0.16%
$3.157M
17,837 shares@ $177.0 avg price
MOATVaneck Etf Trust
Recent Activity
Decreased -1.64%
0.15%
$2.85M
30,731 shares@ $92.73 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -10.34%
0.13%
$2.443M
13,940 shares@ $175.23 avg price