Atomi Financial Group, Inc.
Q2 2024 13F-HR Holdings
Net value change ($000)
+267,024
(24.6%)
New positions
127
Sold out positions
63
Turnover %
6.4%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q1 2024
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| AGG | 16,161 | 484.0% |
| AAPL | 16,139 | 43.6% |
| SCHG | 11,198 | 82.9% |
| SCHV | 10,410 | 70.7% |
| GOOGL | 9,755 | 185.4% |
| QQQ | 9,694 | NEW |
| NVDA | 9,610 | 68.0% |
| IVV | 8,761 | 39.8% |
| INTF | 8,224 | 62.0% |
| LRGF | 7,957 | 82.9% |
Top Reduces (Value $000, Stocks/ETFs)
| COIN | -15,366 | -17.9% |
| INVESCO QQQ TR | -8,363 | -100.0% |
| VGIT | -4,036 | -62.6% |
| SCHP | -3,650 | -68.8% |
| USIG | -3,234 | -76.7% |
| LIN | -2,906 | -73.3% |
| MA | -2,486 | -48.5% |
| PROSHARES TRUST | -2,398 | -100.0% |
| VGLT | -2,349 | -71.0% |
| EQIX | -2,095 | -49.6% |
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000):
250
(0.0% of total reported value)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|