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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 $3,839,234,488
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 503,054 $145,563,602 3.79%
2.
Ishares Trust
 IEF 157,511 $117,958,626 3.07%
3.
Ishares Tr
 2,013,674 $82,480,074 2.15%
4.
Vanguard Tax-Managed Fds
 1,134,424 $80,827,722 2.11%
5.
Alphabet Inc.
 GOOGL 224,304 $79,253,515 2.06%
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.