Jeffrey A. Smith

@Atomi Financial Group, Inc.

Latest period2024 - Q4

Reported2d ago

Managed Assets$1.98B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
XLFSelect Sector Spdr Tr Recent Activity New Position	0.02%	$349,049 7,222 shares@ $48.34 avg price	New Position
QTWOQ2 Hldgs Inc Recent Activity New Position	0.02%	$347,645 3,454 shares@ $100.65 avg price	New Position
VOTVanguard Index Fds Recent Activity New Position	0.02%	$345,908 1,363 shares@ $253.79 avg price	New Position
WDAYWorkday Inc Recent Activity New Position	0.02%	$343,524 1,331 shares@ $258.1 avg price	New Position
TPLTexas Pacific Land Corporati Recent Activity New Position	0.02%	$340,636 308 shares@ $1105.97 avg price	New Position
TLHIshares Tr Recent Activity New Position	0.02%	$340,427 3,420 shares@ $99.55 avg price	New Position
ARGXArgenx Se Recent Activity New Position	0.02%	$338,865 551 shares@ $615.0 avg price	New Position
LULULululemon Athletica Inc Recent Activity New Position	0.02%	$329,637 862 shares@ $382.41 avg price	New Position
EPIWisdomtree Tr Recent Activity New Position	0.02%	$328,208 7,250 shares@ $45.28 avg price	New Position
ESMLIshares Tr Recent Activity New Position	0.02%	$328,178 7,804 shares@ $42.06 avg price	New Position