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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
ICLRIcon Plc
Recent Activity
Exited
0%
$372,737
1,297 shares@ $287.39 avg price
GOLDBarrick Gold Corp
Recent Activity
Exited
0%
$363,241
18,262 shares@ $19.9 avg price
ARGTGlobal X Fds
Recent Activity
Exited
0%
$360,048
5,431 shares@ $66.3 avg price
KHCKraft Heinz Co
Recent Activity
Exited
0%
$332,782
9,478 shares@ $35.12 avg price
IQLTIshares Tr
Recent Activity
Exited
0%
$330,330
7,962 shares@ $41.49 avg price
SILASila Realty Trust Inc
Recent Activity
Exited
0%
$312,852
16,449 shares@ $19.02 avg price
SBACSba Communications Corp New
Recent Activity
Exited
0%
$311,707
1,295 shares@ $240.71 avg price
BBYBest Buy Inc
Recent Activity
Exited
0%
$299,805
2,902 shares@ $103.31 avg price
EEni S P A
Recent Activity
Exited
0%
$294,249
9,708 shares@ $30.31 avg price
MTCHMatch Group Inc New
Recent Activity
Exited
0%
$291,822
7,712 shares@ $37.84 avg price