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
$63.5M
AUM Growth
-$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$9.45M
2
+$6.64M
3
+$4.65M
4
DOCS icon
Doximity
DOCS
+$3.58M
5
U icon
Unity
U
+$3.06M

Top Sells

1
+$10.3M
2
+$9.39M
3
+$7.8M
4
CHTR icon
Charter Communications
CHTR
+$4.73M
5
W icon
Wayfair
W
+$4.72M

Sector Composition

1 Technology 37.64%
2 Consumer Discretionary 26.95%
3 Communication Services 16.56%
4 Financials 13.63%
5 Healthcare 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
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27
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28
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29
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30
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31
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-37,500
32
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33
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34
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35
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-30,000
36
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-850,000
37
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-28,500
38
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0
39
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40
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0
41
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0
1
2