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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
SCHVSchwab Strategic Tr
Recent Activity
Increased 215.39%
1.79%
$35.398M
1.358M shares@ $26.07 avg price
NVDANvidia Corporation
Recent Activity
Increased 30.49%
1.65%
$32.484M↑ Call
246,811 shares@ $131.62 avg price
VOOVanguard Index Fds
Recent Activity
Increased 72.39%
1.53%
$30.235M
56,114 shares@ $538.81 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 34.05%
1.45%
$28.601M
130,364 shares@ $219.39 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 43.7%
1.29%
$25.482M
43,478 shares@ $586.09 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 31.68%
1.22%
$23.992M
333,634 shares@ $71.92 avg price
NFLTEtfis Ser Tr I
Recent Activity
Increased 57.77%
1.21%
$23.905M
1.065M shares@ $22.46 avg price
VBVanguard Index Fds
Recent Activity
Increased 13.31%
1.19%
$23.551M
98,014 shares@ $240.29 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 46.93%
1.18%
$23.238M
122,756 shares@ $189.3 avg price
AGGIshares Tr
Recent Activity
Increased 10.41%
1.07%
$21.125M
218,013 shares@ $96.91 avg price