Atticus Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 0-1 Year Treasury Bond ETF
SHV
|
+$2.47M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.56M |
| 3 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$742K |
| 4 |
Apple
AAPL
|
+$622K |
| 5 |
State Street Communication Services Select Sector SPDR ETF
XLC
|
+$486K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$3.47M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$1.29M |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$897K |
| 4 |
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
|
+$886K |
| 5 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$741K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 7.35% |
| 2 | Consumer Staples | 6.68% |
| 3 | Financials | 4.76% |
| 4 | Communication Services | 3.65% |
| 5 | Healthcare | 3.64% |
Similar funds
Atticus Wealth Management's Q1 2020 Portfolio in Review
As of Q1 2020, Atticus Wealth Management held 461 positions worth $124M, down 21% from $157M the previous quarter. Its ten largest holdings account for 45% of the portfolio.
Atticus Wealth Management withdrew a net $6.75M in Q1 2020, closing 153 positions and reducing 111 holdings. Its most notable exit was State Street SPDR Portfolio S&P 500 Growth ETF, an estimated $741K position sold in full.
By sector, the portfolio is most concentrated in Technology at 7.4% of assets, up from 6.1% a quarter earlier, followed by Consumer Staples and Financials.
Against the trend, Atticus Wealth Management opened a new position in iShares 0-1 Year Treasury Bond ETF worth $2.48M.
- Atticus Wealth Management's largest Q1 2020 buy was iShares 0-1 Year Treasury Bond ETF: 22,302 shares worth $2.48M.
- Atticus Wealth Management added most to State Street SPDR S&P 500 ETF Trust in Q1 2020, an estimated $1.56M increase.
- Atticus Wealth Management's biggest Q1 2020 reduction was Vanguard Short-Term Corporate Bond ETF, cutting an estimated $3.47M.
- Atticus Wealth Management fully exited State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2020, selling an estimated $741K.
- Atticus Wealth Management's ten largest holdings make up 45% of its $124M portfolio in Q1 2020.
- Atticus Wealth Management opened 49 new positions and closed 153 in Q1 2020.
- Atticus Wealth Management's portfolio value fell 21% quarter-over-quarter to $124M.
Based on Atticus Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.