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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 $3,259,230,684
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 468,351 $118,862,920 3.65%
2.
Ishares Trust
 IEF 144,467 $94,367,066 2.9%
3.
Ishares Tr
 1,936,262 $75,436,754 2.31%
4.
Vanguard Tax-Managed Fds
 1,089,021 $69,784,484 2.14%
5.
Alphabet Inc.
 GOOGL 219,786 $63,047,825 1.93%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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