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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
VWOVanguard Intl Equity Index F
Recent Activity
Increased 13.83%
1.05%
$20.59M
467,536 shares@ $44.05 avg price
HOODRobinhood Mkts Inc
Recent Activity
Increased 20.66%
1.02%
$20.154M
540,910 shares@ $37.27 avg price
IUSBIshares Tr
Recent Activity
Increased 52.78%
1%
$19.606M
433,764 shares@ $45.21 avg price
OKLOOklo Inc
Recent Activity
Increased 76.19%
0.98%
$19.285M
908,390 shares@ $21.24 avg price
EMXCIshares Inc
Recent Activity
Increased 36.36%
0.97%
$19.054M
343,617 shares@ $55.46 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 148.48%
0.91%
$17.819M
963,163 shares@ $18.5 avg price
IYWIshares Tr
Recent Activity
Increased 10.76%
0.83%
$16.405M
102,841 shares@ $159.53 avg price
SCHBSchwab Strategic Tr
Recent Activity
Increased 325.03%
0.8%
$15.758M
694,178 shares@ $22.7 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 12.73%
0.75%
$14.812M
61,791 shares@ $239.71 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 4.78%
0.73%
$14.413M
31,797 shares@ $453.28 avg price