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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
RGAReinsurance Grp Of America I
Recent Activity
Exited
0%
$234,867
1,078 shares@ $217.88 avg price
HSYHershey Co
Recent Activity
Exited
0%
$234,615
1,223 shares@ $191.84 avg price
CSLCarlisle Cos Inc
Recent Activity
Exited
0%
$233,870
520 shares@ $449.75 avg price
HCAHca Healthcare Inc
Recent Activity
Exited
0%
$232,614
572 shares@ $406.67 avg price
STZConstellation Brands Inc
Recent Activity
Exited
0%
$229,982
892 shares@ $257.83 avg price
NDSNNordson Corp
Recent Activity
Exited
0%
$225,862
860 shares@ $262.64 avg price
ICLNIshares Tr
Recent Activity
Exited
0%
$221,107
15,051 shares@ $14.7 avg price
EXPDExpeditors Intl Wash Inc
Recent Activity
Exited
0%
$219,740
1,672 shares@ $131.43 avg price
PWRQuanta Svcs Inc
Recent Activity
Exited
0%
$219,538
736 shares@ $298.29 avg price
CUBECubesmart
Recent Activity
Exited
0%
$218,873
4,066 shares@ $53.84 avg price