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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
ANETArista Networks Inc
Recent Activity
New Position
0.14%
$2.661M
24,077 shares@ $110.54 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.1%
$1.909M
1,862 shares@ $1025.2 avg price
FCALFirst Tr Exch Traded Fd Iii
Recent Activity
New Position
0.09%
$1.741M
35,264 shares@ $49.37 avg price
IBTFIshares Tr
Recent Activity
New Position
0.09%
$1.664M
71,334 shares@ $23.33 avg price
VBKVanguard Index Fds
Recent Activity
New Position
0.09%
$1.618M
5,777 shares@ $280.05 avg price
SPDSimplify Exchange Traded Fun
Recent Activity
New Position
0.08%
$1.513M
45,323 shares@ $33.38 avg price
VIOVVanguard Admiral Fds Inc
Recent Activity
New Position
0.08%
$1.492M
15,985 shares@ $93.33 avg price
QLTAIshares Tr
Recent Activity
New Position
0.07%
$1.366M
29,192 shares@ $46.8 avg price
TECKTeck Resources Ltd
Recent Activity
New Position
0.07%
$1.35M
33,315 shares@ $40.54 avg price
6738⤦Barclays Plc
Recent Activity
New Position
0.07%
$1.275M
95,952 shares@ $13.29 avg price