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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
DELLDell Technologies Inc
Recent Activity
Decreased -2.44%
0.04%
$773,170
6,709 shares@ $115.25 avg price
VEEVVeeva Sys Inc
Recent Activity
Decreased -2.5%
0.04%
$761,736
3,623 shares@ $210.26 avg price
UPSTUpstart Hldgs Inc
Recent Activity
Decreased -79%
0.04%
$759,343
12,333 shares@ $61.58 avg price
BHPBhp Group Ltd
Recent Activity
Decreased -12.62%
0.04%
$756,651
15,496 shares@ $48.83 avg price
ARKFArk Etf Tr
Recent Activity
Decreased -3.6%
0.04%
$750,593
20,259 shares@ $37.05 avg price
ACIOEtf Ser Solutions
Recent Activity
Decreased -57.62%
0.04%
$701,997
17,445 shares@ $40.25 avg price
IWYIshares Tr
Recent Activity
Decreased -73.06%
0.04%
$679,460
2,888 shares@ $235.28 avg price
AEPAmerican Elec Pwr Co Inc
Recent Activity
Decreased -15.45%
0.04%
$675,571
7,325 shares@ $92.23 avg price
VONGVanguard Scottsdale Fds
Recent Activity
Decreased -2.09%
0.04%
$660,280
6,392 shares@ $103.3 avg price
CVSCvs Health Corp
Recent Activity
Decreased -28.72%
0.04%
$652,213
14,529 shares@ $44.9 avg price