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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
YUMYum Brands Inc
Recent Activity
New Position
0.03%
$406,506
3,030 shares@ $134.17 avg price
DBCInvesco Db Commdy Indx Trck
Recent Activity
New Position
0.03%
$396,920
18,565 shares@ $21.39 avg price
MDYGSpdr Ser Tr
Recent Activity
New Position
0.02%
$393,061
4,524 shares@ $86.89 avg price
BBIOBridgebio Pharma Inc
Recent Activity
New Position
0.02%
$392,447
14,302 shares@ $27.45 avg price
0379⤦Global X Fds
Recent Activity
New Position
0.02%
$383,862
4,643 shares@ $82.68 avg price
EWJIshares Inc
Recent Activity
New Position
0.02%
$382,470
5,700 shares@ $67.1 avg price
JEPQJ P Morgan Exchange Traded F
Recent Activity
New Position
0.02%
$375,766
6,665 shares@ $56.38 avg price
XLESelect Sector Spdr Tr
Recent Activity
New Position
0.02%
$355,964
4,156 shares@ $85.66 avg price
MEDPMedpace Hldgs Inc
Recent Activity
New Position
0.02%
$354,157
1,066 shares@ $332.23 avg price
DINTDavis Fundamental Etf Tr
Recent Activity
New Position
0.02%
$351,938
16,114 shares@ $21.85 avg price