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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
7434⤦Proshares Tr
Recent Activity
Exited
0%
$169,309
22,911 shares@ $7.39 avg price
PATHUipath Inc
Recent Activity
Exited
0%
$151,885
11,866 shares@ $12.81 avg price
RIVNRivian Automotive Inc
Recent Activity
Exited
0%
$127,549
11,368 shares@ $11.23 avg price
ORANYOrange
Recent Activity
Exited
0%
$122,698
10,688 shares@ $11.48 avg price
BDJBlackrock Enhanced Equity Di
Recent Activity
Exited
0%
$100,289
11,594 shares@ $8.66 avg price
SWNSouthwestern Energy Co
Recent Activity
Exited
0%
$79,888
11,236 shares@ $7.12 avg price
SSLSasol Ltd
Recent Activity
Exited
0%
$77,591
11,478 shares@ $6.76 avg price
0076⤦Advent Conv & Income Fd
Recent Activity
Exited
0%
$402
20,213 shares@ $0.02 avg price