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
$114M
AUM Growth
-$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$8.29M
2
+$4.75M
3
+$3.86M
4
XYZ
Block Inc
XYZ
+$3M
5
DOCN icon
DigitalOcean
DOCN
+$2.41M

Top Sells

1
+$5.89M
2
+$4.67M
3
+$4.41M
4
DBX icon
Dropbox
DBX
+$4.24M
5
DPZ icon
Domino's
DPZ
+$3.27M

Sector Composition

1 Technology 40.25%
2 Consumer Discretionary 34.83%
3 Financials 13.33%
4 Communication Services 6.48%
5 Consumer Staples 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
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27
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-7,000
28
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0
29
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30
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-45,000
31
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0
32
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-303,000
33
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-8,500
34
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-35,000
35
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0
36
– –
-16,000
37
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0
1
2