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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
FNDFSchwab Strategic Tr
Recent Activity
New Position
0.02%
$261,045
7,860 shares@ $33.22 avg price
GBILGoldman Sachs Etf Tr
Recent Activity
New Position
0.02%
$260,077
2,603 shares@ $99.92 avg price
ALRMAlarm Com Hldgs Inc
Recent Activity
New Position
0.02%
$259,222
4,264 shares@ $60.8 avg price
DFACDimensional Etf Trust
Recent Activity
New Position
0.02%
$257,220
7,436 shares@ $34.6 avg price
UALUnited Airls Hldgs Inc
Recent Activity
New Position
0.02%
$254,888
2,625 shares@ $97.11 avg price
DDLSWisdomtree Tr
Recent Activity
New Position
0.02%
$254,195
7,267 shares@ $34.98 avg price
EXEExpand Energy Corporation
Recent Activity
New Position
0.02%
$253,960
2,551 shares@ $99.56 avg price
ETREntergy Corp New
Recent Activity
New Position
0.02%
$251,027
3,311 shares@ $75.82 avg price
FMBFirst Tr Exch Traded Fd Iii
Recent Activity
New Position
0.02%
$249,490
4,891 shares@ $51.02 avg price
TREXTrex Co Inc
Recent Activity
New Position
0.02%
$247,404
3,584 shares@ $69.04 avg price