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AP

Atlas Principals Portfolio holdings

AUM $300K
1-Year Est. Return 56.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-56.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94.4M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$4.47M
2
+$3M
3
+$2.91M
4
B
Barrick Mining
B
+$2.75M
5
PYPL icon
PayPal
PYPL
+$2.56M

Top Sells

1
+$3.02M
2
+$2.43M
3
+$2.23M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.98M
5
MNSB icon
MainStreet Bancshares
MNSB
+$1.84M

Sector Composition

1 Consumer Discretionary 27.55%
2 Technology 25.09%
3 Materials 13.1%
4 Communication Services 10.52%
5 Financials 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$222K 0.24%
+5,000
27
– –
-34,500
28
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0
29
– –
0
30
– –
-12,500
31
– –
-8,500
32
– –
0
33
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0
34
– –
-34,500
35
– –
-110,000
36
– –
0
37
– –
0
38
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-25,491
39
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-82,500
40
– –
-189,357
41
– –
-35,528
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