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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 $722,829,082
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Coinbase Global Inc.
 COIN 405,601 $70,542,126 9.75%
2.
Apple Inc.
 AAPL 190,610 $36,698,053 5.07%
3.
Meta Platforms Inc.
 META 47,653 $16,867,416 2.33%
4.
Microsoft Corp
 MSFT 36,986 $13,908,190 1.92%
5.
Vanguard Tax-Managed Fds
 262,298 $12,564,071 1.73%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)