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AtlasCapital
🇲🇹 Multi-Strategy Financial Services and Med Tech Investor.
340 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Cash Allocation

Range

Highest Cash
January 1, 2022
Lowest Cash
May 6, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
25 instruments
November 17, 2022
Least Diversified
0 instruments
February 2, 2025
Average
14.5 instruments

Most Consistent Holdings

Top 5

avatarWU
91.08%
avatarSBH
83.45%
avatarIMB.L
78.57%
avatarHLF
62.85%
avatarTUPBQ
58.05%

Position Sizing

Analysis

Avg Largest Position
Avg Smallest Position
Size Distribution
Small (<10%)
Medium (10-20%)
Large (>20%)

Market Exposure

Analysis

Highest Exposure
May 6, 2023
Lowest Exposure
January 1, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
21.23%
Consumer Non Durables
19.36%
ETFs
12.26%
Retail Trade
8.72%
Health Technology
8.13%

Top Countries

Top 5

🇺🇸United States
52.35%
🇬🇧United Kingdom
16.15%
🇫🇷France
1.27%
🇧🇷Brazil
0.72%
🇩🇪Germany
0.58%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Imperial BrandsImperial Brands (IMB.L)
9.22%0%78.57%1/23/2025
Western UnionWestern Union (WU)
8.06%0%91.08%5/12/2025
Eagle BancorpEagle Bancorp (EGBN)
6.54%7.67%30.82%-
HerbalifeHerbalife (HLF)
5.79%0%62.85%2/24/2025
PersimmonPersimmon (PSN.L)
5.47%0%34.94%5/27/2024
Sally BeautySally Beauty (SBH)
4.6%4.42%83.45%-
BiogenBiogen (BIIB)
3.77%6.06%56.22%-
iShares Russell 2000 Value ETFiShares Russell 2000 Value ETF (IWN)
2.69%0%27.77%10/30/2023
Wells FargoWells Fargo (WFC)
2.1%0%29.37%7/1/2024
Macy'sMacy's (M)
1.92%0%14.57%12/11/2023
HanesbrandsHanesbrands (HBI)
1.85%0%44.85%7/12/2024
Invesco S&P 500 High Dividend Low Volatility ETFInvesco S&P 500 High Dividend Low Volatility ETF (SPHD)
1.76%0%17.01%6/4/2024
Gilead SciencesGilead Sciences (GILD)
1.61%0%31.5%3/14/2023
GlaxoSmithKlineGlaxoSmithKline (GSK)
1.46%0%17.54%8/2/2024
Invesco S&P 500 Low VolatilityInvesco S&P 500 Low Volatility (SPLV)
1.45%0%42.56%4/7/2025
IngredionIngredion (INGR)
1.43%0%26.47%1/5/2023
CitiCiti (C)
1.38%0%14.87%5/13/2024
3M3M (MMM)
1.33%0%15.94%10/4/2024
Harley-DavidsonHarley-Davidson (HOG)
1.29%0%18.84%7/9/2024
BNP ParibasBNP Paribas (BNP.PA)
1.27%0%16.4%2/24/2025
Merchants BankMerchants Bank (MBIN)
1.09%5.38%14.72%-
TupperwareTupperware (TUPBQ)
1.09%0%58.05%7/12/2024
iShares TIPS Bond ETFiShares TIPS Bond ETF (TIP)
1.07%0%34.71%4/26/2023
Big LotsBig Lots (BIGGQ)
1.02%0%27.46%5/30/2023
AlphabetAlphabet (GOOG)
1.01%5.59%11.98%-
BorgWarnerBorgWarner (BWA)
0.98%4.22%13.35%-
Foot LockerFoot Locker (FL)
0.91%0%47.67%3/4/2024
iShares 1-3 Year Treasury Bond ETFiShares 1-3 Year Treasury Bond ETF (SHY)
0.91%5.97%42.41%-
IntelIntel (INTC)
0.77%0%16.25%5/30/2023
iShares iBoxx $ Investment Grade Corporate Bond ETFiShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)
0.77%7.43%38.6%-
ValeVale (VALE)
0.72%0%5.57%4/7/2025
Vanguard Information TechnologyVanguard Information Technology (VGT)
0.69%5.03%7.55%-
ProShares Short VIX Short-Term Futures ETFProShares Short VIX Short-Term Futures ETF (SVXY)
0.68%0%33.1%4/26/2023
AltriaAltria (MO)
0.6%0%5.34%4/4/2025
BayerBayer (BAYN.DE)
0.58%0%34.78%4/27/2023
Hawaiian ElectricHawaiian Electric (HE)
0.55%0%16.09%7/12/2024
iShares Core U.S. Aggregate Bond ETFiShares Core U.S. Aggregate Bond ETF (AGG)
0.53%0%34.71%4/26/2023
EvolutionEvolution (EVO.ST)
0.52%7.12%6.56%-
Vanguard Total International Bond ETFVanguard Total International Bond ETF (BNDX)
0.51%0%34.1%4/18/2023
LululemonLululemon (LULU)
0.48%2.5%11.44%-
Bed Bath & Beyond IncBed Bath & Beyond Inc (BBBYQ)
0.47%0%48.13%10/26/2023
HF SinclairHF Sinclair (DINO)
0.46%0%18.31%9/1/2022
PayPalPayPal (PYPL)
0.43%0%5.42%6/11/2025
NVRNVR (NVR)
0.42%0%6.41%6/26/2025
Novo-NordiskNovo-Nordisk (NVO)
0.42%5.4%7.63%-
INGING (INGA.NV)
0.4%0%26.54%1/6/2023
iPath Series B S&P 500 VIX Short-Term FuturesTM ETNiPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX)
0.38%0%26.47%1/5/2023
MicroSectors FANG+ Index 3X Leveraged ETNMicroSectors FANG+ Index 3X Leveraged ETN (FNGA)
0.33%0%2.44%5/9/2025
Applied MaterialsApplied Materials (AMAT)
0.3%0%5.42%6/17/2025
UnitedHealthUnitedHealth (UNH)
0.3%4.46%6.56%-
Owens & MinorOwens & Minor (OMI)
0.3%0%3.2%4/7/2025
iShares Edge MSCI Min Vol USAiShares Edge MSCI Min Vol USA (USMV)
0.3%7.24%3.89%-
WalgreensWalgreens (WBA)
0.26%0%8.16%4/25/2023
Invesco QQQInvesco QQQ (QQQ)
0.25%0%8.39%7/23/2025
VIX Sep 23 FutureVIX Sep 23 Future (VIX.SEP)
0.18%0%9.15%4/18/2023
AristaArista (ANET)
0.17%0%2.21%6/11/2025
Direxion Daily S&P 500 Bull 3XDirexion Daily S&P 500 Bull 3X (SPXL)
0.12%0%0.76%5/19/2025
iShares 3-7 Year Treasury Bond ETFiShares 3-7 Year Treasury Bond ETF (IEI)
0.1%8.62%1.3%-
ScotiabankScotiabank (BNS)
0.07%0%1.07%8/5/2024
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
0.05%0%1.3%5/4/2023
TelefonicaTelefonica (TEF)
0.03%0%2.36%1/31/2022
ZAR/JPYZAR/JPY (ZARJPY)
0.02%0%3.2%7/9/2024
CHF/HUFCHF/HUF (CHFHUF)
0.01%0%3.2%7/9/2024
SolventumSolventum (SOLV)
0.01%0%2.29%5/2/2024
AvnetAvnet (AVT)
0.01%0%0.23%1/3/2022

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Eagle BancorpEagle Bancorp (EGBN)
25.6%29.7%
Imperial BrandsImperial Brands (IMB.L)
16.79%25.39%
Western UnionWestern Union (WU)
31.33%24.98%
BNP ParibasBNP Paribas (BNP.PA)
8.73%8.16%
BiogenBiogen (BIIB)
7.41%7.21%
HerbalifeHerbalife (HLF)
9.07%4.21%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments