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Latest Atomi Financial Group, Inc. Stock Portfolio

Atomi Financial Group, Inc. Performance:
2024 Q3: 1.84%YTD: 6.55%2023: 10.27%
Performance for 2024 Q3 is 1.84%, and YTD is 6.55%, and 2023 is 10.27%.

About Atomi Financial Group, Inc. and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Atomi Financial Group, Inc. reported an equity portfolio of $1.6 Billions as of 30 Sep, 2024.

The top stock holdings of Atomi Financial Group, Inc. are AAPL, COIN, IJR. The fund has invested 3.9% of it's portfolio in APPLE INC and 3.6% of portfolio in COINBASE GLOBAL INC.

The fund managers got completely rid off PROSHARES TR (BIB), VANGUARD INDEX FDS (VB) and FIRST TR EXCHANGE TRADED FD (CARZ) stocks. They significantly reduced their stock positions in WISDOMTREE TR (DWMF), ISHARES TR (DMXF) and QUALCOMM INC (QCOM). Atomi Financial Group, Inc. opened new stock positions in ISHARES INC (EMGF), OKLO INC (ALCC) and BONDBLOXX ETF TRUST (XHYC). The fund showed a lot of confidence in some stocks as they added substantially to 3M CO (MMM), ISHARES TR (IJR) and CINTAS CORP (CTAS).

Atomi Financial Group, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Atomi Financial Group, Inc. made a return of 1.84% in the last quarter. In trailing 12 months, it's portfolio return was 14.27%.

New Buys

Ticker$ Bought
ishares inc15,400,000
oklo inc4,171,130
bondbloxx etf trust2,360,450
spdr ser tr1,041,900
vanguard malvern fds991,772
oneok inc new909,823
fidelity wise origin bitcoin780,560
axon enterprise inc756,043
New stocks bought by Atomi Financial Group, Inc.

Additions

Ticker% Inc.
3m co430
ishares tr405
cintas corp370
d r horton inc242
mercadolibre inc234
select sector spdr tr226
rtx corporation173
spdr ser tr160
Additions to existing portfolio by Atomi Financial Group, Inc.

Reductions

Ticker% Reduced
ishares tr-79.8
qualcomm inc-79.61
capital one finl corp-77.52
booking holdings inc-56.4
schwab strategic tr-51.53
ishares tr-51.36
wisdomtree tr-48.16
ishares tr-46.08
Atomi Financial Group, Inc. reduced stake in above stock

Sold off

None of the stocks were completely sold off by Atomi Financial Group, Inc.

Sector Distribution

Atomi Financial Group, Inc. has about 57.6% of it's holdings in Others sector.

Sector%
Others57.6
Technology11.6
Financial Services8.1
Communication Services5.7
Industrials3.7
Consumer Cyclical3.3
Healthcare3
Consumer Defensive1.8
Utilities1.4
Energy1.4
Real Estate1.3

Market Cap. Distribution

Atomi Financial Group, Inc. has about 40.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED57.7
LARGE-CAP20.7
MEGA-CAP19.7
MID-CAP1.2

Stocks belong to which Index?

About 34.8% of the stocks held by Atomi Financial Group, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others65.1
S&P 50033.6
RUSSELL 20001.2
Top 5 Winners (%)%
LUMN
lumen technologies inc
543.8 %
UPST
upstart hldgs inc
69.5 %
APP
applovin corp
51.3 %
PLTR
palantir technologies inc
41.3 %
CTSO
cytosorbents corp
40.2 %
Top 5 Winners ($)$
AAPL
apple inc
5.7 M
META
meta platforms inc
4.2 M
IJR
ishares tr
2.0 M
TSLA
tesla inc
1.5 M
CAT
caterpillar inc
1.3 M
Top 5 Losers (%)%
DECK
deckers outdoor corp
-82.2 %
CMCT
creative media & cmnty tr
-76.8 %
CTAS
cintas corp
-72.3 %
SNAP
snap inc
-31.3 %
WSM
williams sonoma inc
-30.7 %
Top 5 Losers ($)$
COIN
coinbase global inc
-14.2 M
CTAS
cintas corp
-2.1 M
GOOG
alphabet inc
-1.7 M
GOOG
alphabet inc
-1.3 M
MSFT
microsoft corp
-1.0 M

Atomi Financial Group, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Atomi Financial Group, Inc.

Atomi Financial Group, Inc. has 906 stocks in it's portfolio. About 24.8% of the portfolio is in top 10 stocks. COIN proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Atomi Financial Group, Inc. last quarter.

Last Reported on: 08 Oct, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions