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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
RINGIshares Inc
Recent Activity
Exited
0%
$216,346
6,554 shares@ $33.01 avg price
SGSweetgreen Inc
Recent Activity
Exited
0%
$216,245
6,100 shares@ $35.45 avg price
OCTZListed Fd Tr
Recent Activity
Exited
0%
$215,135
5,500 shares@ $39.12 avg price
NSCNorfolk Southn Corp
Recent Activity
Exited
0%
$214,125
862 shares@ $248.41 avg price
GUNRFlexshares Tr
Recent Activity
Exited
0%
$213,469
5,175 shares@ $41.26 avg price
THCTenet Healthcare Corp
Recent Activity
Exited
0%
$210,077
1,264 shares@ $166.21 avg price
PFGPrincipal Financial Group In
Recent Activity
Exited
0%
$209,313
2,437 shares@ $85.89 avg price
GXOGxo Logistics Incorporated
Recent Activity
Exited
0%
$209,113
4,016 shares@ $52.07 avg price
EEMIshares Tr
Recent Activity
Exited
0%
$207,593
4,527 shares@ $45.86 avg price
PHGKoninklijke Philips N V
Recent Activity
Exited
0%
$206,126
6,300 shares@ $32.72 avg price