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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 $3,897,039,953
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 499,353 $166,294,369 4.25%
2.
Spdr Series Trust
 KRE 1,056,346 $94,817,612 2.42%
3.
Ishares Tr
 2,034,916 $84,469,377 2.16%
4.
Vanguard Tax-Managed Fds
 1,188,895 $83,947,892 2.15%
5.
Nvidia Corp
 NVDA 348,767 $79,651,360 2.04%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.