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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
Exited
0%
$2.22M
5,783 shares@ $383.82 avg price
OZBelpointe Prep Llc
Recent Activity
Exited
0%
$2.125M
30,786 shares@ $69.03 avg price
BLKBlackrock Inc
Recent Activity
Exited
0%
$1.513M
1,593 shares@ $949.51 avg price
IBTEIshares Tr
Recent Activity
Exited
0%
$1.272M
53,011 shares@ $24.0 avg price
TLTWIshares Tr
Recent Activity
Exited
0%
$1.222M
45,270 shares@ $27.0 avg price
BCSBarclays Plc
Recent Activity
Exited
0%
$1.1M
90,526 shares@ $12.16 avg price
BSJOInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$996,561
43,863 shares@ $22.72 avg price
FBTCFidelity Wise Origin Bitcoin
Recent Activity
Exited
0%
$780,560
14,057 shares@ $55.53 avg price
IWXIshares Tr
Recent Activity
Exited
0%
$639,026
7,863 shares@ $81.27 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$542,966
665 shares@ $816.5 avg price