AP

Atlas Principals Portfolio holdings

AUM $300K
1-Year Est. Return 8.15%
This Quarter Est. Return
1 Year Est. Return
-8.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$81.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$9.32M
2
+$6.51M
3
+$5.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.66M
5
TWLO icon
Twilio
TWLO
+$5.01M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.5%
2 Consumer Discretionary 15.65%
3 Energy 10.48%
4 Financials 10.25%
5 Healthcare 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
0
27
– –
0
28
– –
0
29
– –
0
30
– –
0
31
– –
0
1
2