AWM

Atticus Wealth Management Portfolio holdings

AUM $396M
1-Year Est. Return 15.65%
This Quarter Est. Return
1 Year Est. Return
+15.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$396M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
680
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$2.09M
3
+$1.41M
4
PLTR icon
Palantir
PLTR
+$1.19M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$909K

Top Sells

1
+$5.06M
2
+$2.46M
3
+$650K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$577K
5
OEF icon
iShares S&P 100 ETF
OEF
+$482K

Sector Composition

1 Technology 10.43%
2 Consumer Discretionary 3.11%
3 Financials 2.93%
4 Consumer Staples 2.8%
5 Communication Services 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CPAY icon
276
Corpay
CPAY
$20.6B
– –
-76
SOLV icon
277
Solventum
SOLV
$14.8B
– –
-251
VIK icon
278
Viking Holdings
VIK
$29.3B
– –
-10
OKLO
279
Oklo
OKLO
$14.3B
– –
-600
ETH
280
Grayscale Ethereum Mini Trust ETF
ETH
$2.2B
– –
-20
TE
281
T1 Energy Inc
TE
$1.01B
– –
-460
GARP
282
iShares MSCI USA Quality GARP ETF
GARP
$1.06B
– –
-582
GRAL
283
GRAIL Inc
GRAL
$3.8B
– –
-27
ETHE
284
Grayscale Ethereum Trust ETF
ETHE
$3.35B
– –
-120
BTC
285
Grayscale Bitcoin Mini Trust ETF
BTC
$3.98B
– –
-105
ZOCT
286
Innovator Equity Defined Protection ETF - 1 Yr October
ZOCT
$132M
– –
-2,795
ECG
287
Everus Construction Group
ECG
$4.66B
– –
-20
GRNY
288
FundStrat Granny Shots US Large Cap ETF
GRNY
$3.74B
– –
-1,000
XYZ
289
Block Inc
XYZ
$36.5B
– –
-14
LAR
290
Lithium Argentina AG
LAR
$867M
– –
-345
MRP
291
Millrose Properties Inc
MRP
$5.12B
– –
-111
HIMU
292
iShares High Yield Muni Active ETF
HIMU
$2.33B
– –
-12
RAL
293
Ralliant Corp
RAL
$5.5B
– –
-75
JNPR
294
DELISTED
Juniper Networks
JNPR
– –
-269
JQC icon
295
Nuveen Credit Strategies Income Fund
JQC
$751M
– –
-1,799
JRI icon
296
Nuveen Real Asset Income & Growth Fund
JRI
$376M
– –
-591
KD icon
297
Kyndryl
KD
$5.86B
– –
-3,337
KEY icon
298
KeyCorp
KEY
$20B
– –
-60
KKR icon
299
KKR & Co
KKR
$109B
– –
-133
KMB icon
300
Kimberly-Clark
KMB
$35.5B
– –
-781
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12
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