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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
TPZTortoise Capital Series Trus
Recent Activity
New Position
0.02%
$316,036
15,751 shares@ $20.07 avg price
VGKVanguard Intl Equity Index F
Recent Activity
New Position
0.02%
$309,802
4,881 shares@ $63.48 avg price
MSTRMicrostrategy Inc
Recent Activity
New Position
0.02%
$308,445
1,065 shares@ $289.62 avg price
EATBrinker Intl Inc
Recent Activity
New Position
0.02%
$304,135
2,299 shares@ $132.3 avg price
APOApollo Global Mgmt Inc
Recent Activity
New Position
0.02%
$302,905
1,834 shares@ $165.17 avg price
BRBRBellring Brands Inc
Recent Activity
New Position
0.02%
$301,586
4,003 shares@ $75.34 avg price
ISTBIshares Tr
Recent Activity
New Position
0.02%
$298,276
6,244 shares@ $47.78 avg price
NTRANatera Inc
Recent Activity
New Position
0.02%
$290,639
1,836 shares@ $158.31 avg price
SMLVSpdr Ser Tr
Recent Activity
New Position
0.02%
$289,494
2,268 shares@ $127.65 avg price
0747⤦Quanta Svcs Inc
Recent Activity
New Position
0.02%
$280,443
887 shares@ $316.18 avg price