| Portfolio / Benchmark | 1D | 1W | 1M | YTD | 1Y |
|---|---|---|---|---|---|
| ๐ Atlas Portfolio 18 positions | +1.1% | -0.9% | +3.4% | +19.4% | +24.8% |
| SPY | +0.1% | -0.6% | +0.8% | +8.7% | +14.8% |
| QQQ | -1.1% | -1.6% | -3.7% | +11.9% | +21.0% |
| MTUM | -2.4% | +1.4% | -6.7% | +21.2% | +27.5% |
Atlas = equal-weight average of 18 held positions. Returns via yfinance daily close.
| # | Ticker | Price | 26w Ret | 13w Ret | 4w Ret | 1w Ret | RS Score | Sector | Industry | P&L |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | TPR HELD | $63.94 | +65.1% | +41.3% | +4.9% | -0.8% | 98.884 | โ | +1.1% | |
| 2 | ETR HELD | $72.86 | +46.5% | +15.4% | +0.1% | +0.1% | 94.570 | โ | +1.4% | |
| 3 | EQT | $45.31 | +28.1% | +25.4% | +6.4% | +4.0% | 94.315 | โ | ||
| 4 | WSM HELD | $181.11 | +33.4% | +22.7% | -1.9% | -0.5% | 92.715 | โ | +1.1% | |
| 5 | STT HELD | $93.47 | +35.6% | +13.4% | -0.3% | -0.4% | 92.487 | โ | +1.8% | |
| 6 | FISV | $205.42 | +36.5% | +10.8% | -0.9% | -1.2% | 90.968 | โ | ||
| 7 | BLK HELD | $993.36 | +31.1% | +8.5% | -1.7% | -1.8% | 88.495 | โ | -1.4% | |
| 8 | RJF HELD | $151.70 | +30.9% | +22.6% | -4.9% | -1.0% | 84.046 | โ | +0.9% | |
| 9 | SNA HELD | $326.15 | +34.7% | +19.1% | -5.1% | -1.2% | 84.019 | โ | -0.5% | |
| 10 | COF HELD | $174.65 | +32.1% | +16.6% | -5.1% | -1.1% | 82.769 | โ | -1.8% |
| # | Ticker | Price | 26w Ret | 13w Ret | 4w Ret | 1w Ret | RS Score | Sector | Industry | P&L |
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | CME | $221.42 | +22.4% | +6.6% | -0.1% | -0.5% | 82.581 | โ | ||
| 12 | VTRS HELD | $11.66 | +23.0% | +8.4% | -2.1% | -0.2% | 82.070 | โ | +6.1% | |
| 13 | GRMN HELD | $201.30 | +28.3% | +21.7% | -5.3% | -1.5% | 81.075 | โ | +0.7% | |
| 14 | REG HELD | $69.66 | +21.6% | +5.3% | +0.7% | -0.0% | 81.075 | โ | +2.3% | |
| 15 | XEL | $63.89 | +29.3% | +5.9% | -3.2% | -0.9% | 80.793 | โ | ||
| 16 | NTRS HELD | $98.74 | +25.2% | +14.1% | -4.4% | -1.3% | 79.731 | โ | -1.4% | |
| 17 | BMY HELD | $52.12 | +46.4% | +6.0% | -4.7% | -1.9% | 79.664 | โ | +3.3% | |
| 18 | WAT | $370.98 | +29.6% | +5.2% | -3.4% | -1.0% | 78.938 | โ | ||
| 19 | JPM HELD | $231.45 | +18.4% | +14.2% | -3.1% | -0.6% | 78.884 | โ | +4.4% | |
| 20 | WTW | $307.60 | +20.4% | +8.1% | -2.6% | -0.7% | 78.831 | โ |