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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
MRVLMarvell Technology Inc
Recent Activity
Decreased -16.87%
0.09%
$1.649M
14,934 shares@ $110.46 avg price
VGITVanguard Scottsdale Fds
Recent Activity
Decreased -8.56%
0.09%
$1.598M
27,558 shares@ $58.0 avg price
DHRDanaher Corporation
Recent Activity
Decreased -19.15%
0.08%
$1.582M
6,892 shares@ $229.56 avg price
SHELShell Plc
Recent Activity
Decreased -6.29%
0.08%
$1.559M
24,891 shares@ $62.66 avg price
NVSNovartis Ag
Recent Activity
Decreased -13.36%
0.08%
$1.55M
15,933 shares@ $97.32 avg price
QYLDGlobal X Fds
Recent Activity
Decreased -0.61%
0.08%
$1.457M
79,970 shares@ $18.23 avg price
DDWMWisdomtree Tr
Recent Activity
Decreased -27.28%
0.08%
$1.413M
41,087 shares@ $34.38 avg price
AMGNAmgen Inc
Recent Activity
Decreased -0.48%
0.08%
$1.398M
5,362 shares@ $260.66 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Decreased -17.76%
0.08%
$1.393M
40,814 shares@ $34.13 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Decreased -7.42%
0.07%
$1.363M
2,619 shares@ $520.33 avg price