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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
IGSBIshares Tr
Recent Activity
Increased 18.09%
0.37%
$7.262M
140,471 shares@ $51.71 avg price
TLTIshares Tr
Recent Activity
Increased 49.67%
0.37%
$7.205M
82,506 shares@ $87.34 avg price
EFAIshares Tr
Recent Activity
Increased 31.78%
0.37%
$7.187M
95,053 shares@ $75.62 avg price
BACBank America Corp
Recent Activity
Increased 5.53%
0.34%
$6.674M
151,844 shares@ $43.95 avg price
LQDIshares Tr
Recent Activity
Increased 3.66%
0.34%
$6.592M
61,697 shares@ $106.85 avg price
IJSIshares Tr
Recent Activity
Increased 19.06%
0.34%
$6.559M
60,388 shares@ $108.61 avg price
GSGoldman Sachs Group Inc
Recent Activity
Increased 2.71%
0.34%
$6.543M
11,426 shares@ $572.61 avg price
VVVanguard Index Fds
Recent Activity
Increased 759.86%
0.33%
$6.533M
24,222 shares@ $269.7 avg price
VOVanguard Index Fds
Recent Activity
Increased 27.47%
0.33%
$6.425M
24,327 shares@ $264.13 avg price
NFLXNetflix Inc
Recent Activity
Increased 20.06%
0.33%
$6.383M
7,161 shares@ $891.37 avg price