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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
MPWRMonolithic Pwr Sys Inc
Recent Activity
Exited
0%
$281,995
305 shares@ $924.58 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Exited
0%
$280,730
3,352 shares@ $83.75 avg price
ALLYAlly Finl Inc
Recent Activity
Exited
0%
$272,484
7,656 shares@ $35.6 avg price
FISRSsga Active Tr
Recent Activity
Exited
0%
$263,137
9,896 shares@ $26.6 avg price
EXRExtra Space Storage Inc
Recent Activity
Exited
0%
$245,606
1,363 shares@ $180.2 avg price
MDIVFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$241,409
14,517 shares@ $16.63 avg price
WFWoori Finl Group Inc
Recent Activity
Exited
0%
$240,570
6,733 shares@ $35.73 avg price
EMBIshares Tr
Recent Activity
Exited
0%
$237,769
2,541 shares@ $93.58 avg price
XYLXylem Inc
Recent Activity
Exited
0%
$237,518
1,759 shares@ $135.04 avg price
FBINFortune Brands Innovations I
Recent Activity
Exited
0%
$236,450
2,641 shares@ $89.54 avg price