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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
PPAInvesco Exchange Traded Fd T
Recent Activity
New Position
0.06%
$1.09M
9,503 shares@ $114.74 avg price
PAPRInnovator Etfs Trust
Recent Activity
New Position
0.06%
$1.005M
27,371 shares@ $36.71 avg price
VOEVanguard Index Fds
Recent Activity
New Position
0.05%
$913,649
5,648 shares@ $161.77 avg price
IWRIshares Tr
Recent Activity
New Position
0.05%
$887,061
10,035 shares@ $88.4 avg price
DFATDimensional Etf Trust
Recent Activity
New Position
0.05%
$800,598
14,384 shares@ $55.66 avg price
LRCXLam Research Corp
Recent Activity
New Position
0.04%
$653,634
9,049 shares@ $72.24 avg price
GLDMWorld Gold Tr
Recent Activity
New Position
0.04%
$630,587
12,129 shares@ $52.0 avg price
LGLVSpdr Ser Tr
Recent Activity
New Position
0.04%
$624,487
3,780 shares@ $165.21 avg price
BLVVanguard Bd Index Fds
Recent Activity
New Position
0.04%
$609,965
8,914 shares@ $68.43 avg price
SJNKSpdr Ser Tr
Recent Activity
New Position
0.04%
$597,273
23,654 shares@ $25.26 avg price