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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
LYBLyondellbasell Industries N
Recent Activity
Exited
0%
$510,195
5,320 shares@ $95.91 avg price
BSCOInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$509,514
24,125 shares@ $21.12 avg price
FTXLFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$489,426
5,247 shares@ $93.28 avg price
XLBSelect Sector Spdr Tr
Recent Activity
Exited
0%
$465,814
4,833 shares@ $96.39 avg price
PKXPosco Holdings Inc
Recent Activity
Exited
0%
$444,786
6,355 shares@ $69.99 avg price
GGNGamco Global Gold Nat Res &
Recent Activity
Exited
0%
$434,966
101,627 shares@ $4.29 avg price
STKColumbia Seligm Prem Tech Gr
Recent Activity
Exited
0%
$425,275
12,699 shares@ $33.49 avg price
SWKStanley Black & Decker Inc
Recent Activity
Exited
0%
$417,620
3,792 shares@ $110.14 avg price
JUCYEtf Ser Solutions
Recent Activity
Exited
0%
$403,948
17,404 shares@ $23.22 avg price
XLPSelect Sector Spdr Tr
Recent Activity
Exited
0%
$399,730
4,816 shares@ $83.01 avg price