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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
PAYCPaycom Software Inc
Recent Activity
New Position
0.02%
$246,221
1,201 shares@ $205.02 avg price
RMDResmed Inc
Recent Activity
New Position
0.02%
$246,077
1,076 shares@ $228.7 avg price
MORNMorningstar Inc
Recent Activity
New Position
0.02%
$245,498
729 shares@ $336.76 avg price
ADCAgree Rlty Corp
Recent Activity
New Position
0.02%
$240,026
3,407 shares@ $70.46 avg price
SLFSun Life Financial Inc.
Recent Activity
New Position
0.02%
$239,925
4,043 shares@ $59.35 avg price
CWCurtiss Wright Corp
Recent Activity
New Position
0.02%
$239,494
675 shares@ $354.81 avg price
CAHCardinal Health Inc
Recent Activity
New Position
0.02%
$238,669
2,018 shares@ $118.28 avg price
FLINFranklin Templeton Etf Tr
Recent Activity
New Position
0.02%
$234,108
6,177 shares@ $37.9 avg price
NUBDNushares Etf Tr
Recent Activity
New Position
0.02%
$233,992
10,743 shares@ $21.79 avg price
IXCIshares Tr
Recent Activity
New Position
0.02%
$233,843
6,125 shares@ $38.18 avg price