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Home > Institutional Investor > Atticus Wealth Management, Llc > Profile

Instuitional Investor - Atticus Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Atticus Wealth Management, Llc
Portfolio Value $283,429,709
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 131,286 $62,408,561 22.01%
2.
Neos Etf Trust
 526,295 $26,275,263 9.27%
3.
Spdr Series Trust
 369,782 $17,242,955 6.08%
4.
Spdr Series Trust
 159,968 $10,407,530 3.67%
5.
Apple Inc.
 AAPL 53,444 $10,289,541 3.63%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)