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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
IAPRInnovator Etfs Trust
Recent Activity
New Position
0.03%
$558,816
20,931 shares@ $26.7 avg price
RPHSTwo Rds Shared Tr
Recent Activity
New Position
0.03%
$552,034
54,538 shares@ $10.13 avg price
VFLOVictory Portfolios Ii
Recent Activity
New Position
0.03%
$541,145
15,874 shares@ $34.1 avg price
GLADGladstone Capital Corp
Recent Activity
New Position
0.03%
$509,563
17,917 shares@ $28.45 avg price
MISLFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.03%
$498,932
16,393 shares@ $30.44 avg price
XMMOInvesco Exchange Traded Fd T
Recent Activity
New Position
0.03%
$498,567
4,036 shares@ $123.53 avg price
DBMFLitman Gregory Fds Tr
Recent Activity
New Position
0.03%
$484,379
18,516 shares@ $26.17 avg price
TEAMAtlassian Corporation
Recent Activity
New Position
0.03%
$439,817
1,807 shares@ $243.4 avg price
COHRCoherent Corp
Recent Activity
New Position
0.03%
$434,811
4,590 shares@ $94.74 avg price
SLYVSpdr Ser Tr
Recent Activity
New Position
0.03%
$411,496
4,716 shares@ $87.26 avg price