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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
AFLAflac Inc
| 0.07% | $1.266M 12,238 shares@ $103.45 avg price | Decreased -2% |
AZNAstrazeneca Plc
| 0.07% | $1.226M 18,707 shares@ $65.53 avg price | Decreased -32.79% |
CMCSAComcast Corp New
| 0.07% | $1.189M 31,675 shares@ $37.54 avg price | Decreased -5.49% |
TIPIshares Tr
| 0.06% | $1.132M 10,625 shares@ $106.56 avg price | Decreased -11.92% |
AMTAmerican Tower Corp New
| 0.06% | $1.131M 6,167 shares@ $183.41 avg price | Decreased -9.44% |
JEPIJ P Morgan Exchange Traded F
| 0.06% | $1.105M 19,208 shares@ $57.54 avg price | Decreased -19.4% |
RDVIFirst Tr Exchange-traded Fd
| 0.06% | $1.105M 45,585 shares@ $24.25 avg price | Decreased -5.09% |
COPConocophillips
| 0.06% | $1.024M 10,321 shares@ $99.18 avg price | Decreased -9.14% |
IWDIshares Tr
| 0.05% | $956,935 5,169 shares@ $185.13 avg price | Decreased -7.72% |
XLUSelect Sector Spdr Tr
| 0.05% | $915,421 12,094 shares@ $75.7 avg price | Decreased -20.02% |