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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
SCHASchwab Strategic Tr
Recent Activity
Increased 107.45%
0.28%
$5.481M
211,947 shares@ $25.86 avg price
QUALIshares Tr
Recent Activity
Increased 48.85%
0.28%
$5.443M
30,565 shares@ $178.09 avg price
IJTIshares Tr
Recent Activity
Increased 25.54%
0.27%
$5.195M
38,380 shares@ $135.37 avg price
IEFIshares Tr
Recent Activity
Increased 0.27%
0.26%
$5.097M
55,128 shares@ $92.46 avg price
CSHINeos Etf Trust
Recent Activity
Increased 9.76%
0.26%
$5.084M
102,054 shares@ $49.83 avg price
VVisa Inc
Recent Activity
Increased 19.71%
0.26%
$5.05M
15,980 shares@ $316.04 avg price
CRMSalesforce Inc
Recent Activity
Increased 24.05%
0.26%
$4.976M
14,884 shares@ $334.33 avg price
LLYEli Lilly & Co
Recent Activity
Increased 15.67%
0.25%
$4.816M
6,239 shares@ $771.98 avg price
DLSWisdomtree Tr
Recent Activity
Increased 36.4%
0.24%
$4.75M
75,460 shares@ $62.95 avg price
CVXChevron Corp New
Recent Activity
Increased 8.51%
0.24%
$4.684M
32,339 shares@ $144.84 avg price