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
HYG icon
526
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.1B
– –
-1,084
HZO icon
527
MarineMax
HZO
$514M
– –
-125
IAC icon
528
IAC Inc
IAC
$2.8B
– –
-1,362
IAU icon
529
iShares Gold Trust
IAU
$65.5B
– –
-1,500
IBB icon
530
iShares Biotechnology ETF
IBB
$8.6B
– –
-75
IBIT icon
531
iShares Bitcoin Trust
IBIT
$70.8B
– –
-175
ICLN icon
532
iShares Global Clean Energy ETF
ICLN
$1.92B
– –
-1,000
IDXX icon
533
Idexx Laboratories
IDXX
$58.5B
– –
-1
INTC icon
534
Intel
INTC
$207B
– –
-2,891
IQLT icon
535
iShares MSCI Intl Quality Factor ETF
IQLT
$13.2B
– –
-258
IQV icon
536
IQVIA
IQV
$38.4B
– –
-333
ISPY icon
537
ProShares S&P 500 High Income ETF
ISPY
$1.11B
– –
-1
ITA icon
538
iShares US Aerospace & Defense ETF
ITA
$11.8B
– –
-100
ITW icon
539
Illinois Tool Works
ITW
$72.1B
– –
-240
IVAL icon
540
Alpha Architect International Quantitative Value ETF
IVAL
$177M
– –
-1,907
IVE icon
541
iShares S&P 500 Value ETF
IVE
$47.2B
– –
-17
IVOO icon
542
Vanguard S&P Mid-Cap 400 ETF
IVOO
$2.89B
– –
-405
IWB icon
543
iShares Russell 1000 ETF
IWB
$45.3B
– –
-158
IWN icon
544
iShares Russell 2000 Value ETF
IWN
$11.7B
– –
-713
IWO icon
545
iShares Russell 2000 Growth ETF
IWO
$12.9B
– –
-514
IWR icon
546
iShares Russell Mid-Cap ETF
IWR
$45.5B
– –
-415
IXC icon
547
iShares Global Energy ETF
IXC
$1.88B
– –
-12
IYF icon
548
iShares US Financials ETF
IYF
$4.12B
– –
-194
IYJ icon
549
iShares US Industrials ETF
IYJ
$1.65B
– –
-409
JEF icon
550
Jefferies Financial Group
JEF
$11.7B
– –
-425
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