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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
NEENextera Energy Inc
Recent Activity
Decreased -45.75%
0.13%
$2.429M
33,877 shares@ $71.7 avg price
UNPUnion Pac Corp
Recent Activity
Decreased -0.93%
0.12%
$2.337M
10,248 shares@ $228.05 avg price
SHYIshares Tr
Recent Activity
Decreased -6.76%
0.12%
$2.187M
26,680 shares@ $81.98 avg price
SPLGSpdr Ser Tr
Recent Activity
Decreased -1.81%
0.11%
$2.146M
31,123 shares@ $68.95 avg price
SHVIshares Tr
Recent Activity
Decreased -16.21%
0.11%
$2.05M
18,620 shares@ $110.11 avg price
ITOTIshares Tr
Recent Activity
Decreased -4.25%
0.11%
$2.043M
15,882 shares@ $128.62 avg price
PLTRPalantir Technologies Inc
Recent Activity
Decreased -14.03%
0.11%
$1.98M
26,183 shares@ $75.64 avg price
SHYGIshares Tr
Recent Activity
Decreased -17.71%
0.1%
$1.875M
44,011 shares@ $42.62 avg price
DGROIshares Tr
Recent Activity
Decreased -0.05%
0.09%
$1.755M
28,617 shares@ $61.34 avg price
ADBEAdobe Inc
Recent Activity
Decreased -5.07%
0.09%
$1.706M
3,838 shares@ $444.64 avg price