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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 $3,409,618,832
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 469,753 $127,707,072 3.75%
2.
Ishares Trust
 IEF 139,219 $95,356,763 2.8%
3.
Vanguard Tax-Managed Fds
 1,214,523 $75,871,253 2.23%
4.
Ishares Tr
 2,005,671 $75,714,068 2.22%
5.
Alphabet Inc.
 GOOGL 238,966 $74,987,422 2.2%
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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