Atomi Financial Group, Inc.

RIA/Wealth

Atomi Financial Group, Inc. is a RIA/Wealth based in San Francisco, CA led by Christian Gwilym Benedict Haigh, managing $3.1B across 1,147 long positions as of Q3 2025 with 52% ETF concentration.

CEOChristian Gwilym Benedict Haigh

Portfolio Value: $3.1B
Positions: 1,147
Top Holding: AAPL at 3.19%
Last Reported: Q3 2025

Address580 Market Street #300, San Francisco, CA, 94104, United States

Top Holdings

Largest long holdings in Atomi Financial Group, Inc.'s portfolio (23.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$98.5M	3.19%	+$6.2M Bought	0.00% 387.0K shares	Q1 2023 Held for 2y 8m
2 Coinbase Global, Inc. COIN	Software - Application Technology	$98.4M	3.19%	-$7.3M Sold	0.11% 291.7K shares	Q4 2023 Held for 1y 11m
3 iShares Core S&P 500 ETF IVV	ETF ETF	$90.4M	2.93%	+$12.6M Bought	— 135.0K shares	Q1 2023 Held for 2y 8m
4 Vanguard FTSE Developed Markets VEA	ETF ETF	$72.5M	2.35%	+$8.4M Bought	— 1.2M shares	Q1 2023 Held for 2y 8m
5 iShares International Equity Factor INTF	ETF ETF	$70.4M	2.28%	+$6.8M Bought	— 2.0M shares	Q4 2023 Held for 1y 11m
6 Schwab U.S. Large-Cap Growth SCHG	ETF ETF	$67.9M	2.20%	+$9.5M Bought	— 2.1M shares	Q1 2023 Held for 2y 8m
7 Schwab U.S. Large-Cap Value SCHV	ETF ETF	$60.9M	1.97%	+$6.1M Bought	— 2.1M shares	Q4 2023 Held for 1y 11m
8 Robinhood Markets, Inc. HOOD	Software - Infrastructure Technology	$60.5M	1.96%	+$93.8K Bought	0.05% 422.6K shares	Q4 2023 Held for 1y 11m
9 Microsoft MSFT	Software - Infrastructure Technology	$58.3M	1.89%	+$4.3M Bought	0.00% 112.6K shares	Q1 2023 Held for 2y 8m
10 Nvidia NVDA	Semiconductors Technology	$58.1M	1.88%	+$8.5M Bought	0.00% 311.2K shares	Q1 2023 Held for 2y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Atomi Financial Group, Inc.'s latest filing

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Market Value

$3.1B

Prior: $2.6B

Q/Q Change

+16.83%

+$444.9M

Net Flows % of MV

+5.75%

Turnover Ratio

9.59%

New Purchases

100 stocks

$40.9M

Added To

700 stocks

+$337.1M

Sold Out Of

80 stocks

$25.5M

Reduced Holdings

288 stocks

-$175.0M

Increased Positions

Position	Shares Δ	Change
1 CTA Simplify Managed Futures Strategy CTA	New	0 → 303.7K +$8.5M
2 FLCO Franklin Investment Grade Corporate FLCO	New	0 → 42.3K +$924.6K
3 iShares Dow Jones U.S. ETF IYY	New	0 → 5.4K +$883.8K
4 SPDR EURO STOXX 50 ETF FEZ	New	0 → 13.6K +$847.7K
5 BVN Compania de Minas Buenaventura BVN	New	0 → 33.4K +$813.0K

Decreased Positions

Position	Shares Δ	Change
1 GARP iShares MSCI USA Quality GARP ETF GARP	Sold	14.5K → 0 −$878.1K
2 Upstart Holdings, Inc. UPST	Sold	12.8K → 0 −$830.1K
3 Vanguard Mega Cap Value MGV	Sold	6.1K → 0 −$796.7K
4 iShares U.S. Utilities IDU	Sold	7.3K → 0 −$763.8K
5 JPMorgan U.S. Momentum Factor JMOM	Sold	11.7K → 0 −$752.1K

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Analytics

Portfolio insights and performance metrics for Atomi Financial Group, Inc.

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Sector Allocation

ETF

52.10%

Technology

17.50%

Communication Services

5.80%

Financial Services

5.70%

Consumer Cyclical

3.50%

Industrials

2.90%

Healthcare

2.30%

Utilities

1.70%

Consumer Defensive

1.30%

Energy

1.20%

Basic Materials

0.90%

Real Estate

0.60%

Market Cap Distribution

Mega Cap (> $200B)

22.59%

Large Cap ($10B - $200B)

19.57%

Mid Cap ($2B - $10B)

0.66%

Small Cap ($300M - $2B)

0.10%

Micro Cap ($50M - $300M)

0.01%

Nano Cap (< $50M)

0.17%

N/A (ETF or Unknown)

56.90%

Portfolio Concentration

Top 10 Holdings %

23.83%

Top 20 Holdings %

38.77%

Top 50 Holdings %

57.6%

Top 100 Holdings %

70.43%