test

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
RTXRtx Corporation
Recent Activity
Increased 0.92%
0.24%
$4.645M
40,138 shares@ $115.73 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 372.79%
0.24%
$4.635M
169,673 shares@ $27.32 avg price
IWBIshares Tr
Recent Activity
Increased 6.27%
0.22%
$4.353M
13,511 shares@ $322.16 avg price
MINTPimco Etf Tr
Recent Activity
Increased 24.47%
0.21%
$4.153M
41,393 shares@ $100.35 avg price
EQIXEquinix Inc
Recent Activity
Increased 23.86%
0.21%
$4.093M
4,340 shares@ $942.98 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 176.55%
0.2%
$3.813M
16,399 shares@ $232.53 avg price
BNDXVanguard Charlotte Fds
Recent Activity
Increased 15.03%
0.19%
$3.736M
76,164 shares@ $49.06 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 6.34%
0.19%
$3.666M
7,247 shares@ $505.84 avg price
BKNGBooking Holdings Inc
Recent Activity
Increased 39.89%
0.19%
$3.573M
719 shares@ $4969.35 avg price
GMGeneral Mtrs Co
Recent Activity
Increased 607.15%
0.18%
$3.554M
66,726 shares@ $53.27 avg price