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Home > Institutional Investor > Atomi Financial Group, Inc. > Profile

Instuitional Investor - Atomi Financial Group, Inc.

Fund Profile
Filing Period:
Fund Name: Atomi Financial Group, Inc.
Portfolio Value $2,645,525,406
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Coinbase Global Inc.
 COIN 313,252 $109,791,693 4.15%
2.
Apple Inc.
 AAPL 362,745 $74,424,350 2.81%
3.
Ishares Trust
 IEF 116,139 $72,110,734 2.73%
4.
Vanguard Tax-Managed Fds
 1,070,509 $61,029,704 2.31%
5.
Ishares Tr
 1,771,706 $60,645,492 2.29%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)