AP
Atlas Principals Portfolio holdings
AUM
$300K
This Quarter Return
-8.22%
1 Year Return
-8.15%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$53.1M
AUM Growth
+$53.1M
(-35%)
Cap. Flow
-$17.6M
Cap. Flow
% of AUM
-33.18%
Top 10 Holdings %
Top 10 Hldgs %
65.75%
Holding
44
New
13
Increased
4
Reduced
9
Closed
8
Top Buys
| 1 |
Amazon
AMZN
|
$6.04M |
| 2 |
PayPal
PYPL
|
$2.54M |
| 3 |
XYZ
Block, Inc.
XYZ
|
$2.2M |
| 4 |
Bristol-Myers Squibb
BMY
|
$1.98M |
| 5 |
Wayfair
W
|
$1.55M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$5.66M |
| 2 |
RH
RH
|
$4.27M |
| 3 |
WORK
Slack Technologies, Inc.
WORK
|
$4.16M |
| 4 |
Cheniere Energy
CQP
|
$4.13M |
| 5 |
AMRN
Amarin Corp
AMRN
|
$3.62M |
Sector Composition
| 1 | Consumer Discretionary | 28.66% |
| 2 | Technology | 17.12% |
| 3 | Healthcare | 9.63% |
| 4 | Materials | 9.23% |
| 5 | Financials | 8.25% |
