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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 $1,979,626,732
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 324,005 $81,137,411 4.09%
2.
Coinbase Global Inc.
 COIN 323,838 $80,408,975 4.06%
3.
Ishares Trust
 IEF 96,753 $56,956,608 2.87%
4.
Ishares Tr
 1,537,960 $44,170,506 2.23%
5.
Vanguard Tax-Managed Fds
 812,254 $38,841,977 1.96%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)