ATMOS ADVISORY, LLC
Filing Date
Dec 31, 2024
Global Rank
#8,035
/ 8,036
Top Industry
Banks - Diversified
100.0%
3Y Alpha vs SPY
+31.8%
Period ended 1 year ago
Filed Jan 13, 2025 · 1y
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+69.6%
SPY
+23.4%
Annualised alpha
+31.8%
Max drawdown
−31.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
1 positions · as of Dec 31, 2024Top Position
100.0%
of portfolio value
Top 5
100.0%
of portfolio value
Top 10
100.0%
of portfolio value
HHI
10,000
Highly concentrated
Sector Breakdown
As of Dec 31, 2024| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 100.0% | $422 |
1 positions ·
$422 total
· as of Dec 31, 2024
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| C |
Citigroup Inc
Financial Services
|
First | 6 | $422 | 100.00% |