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
$127M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$6.04M
2
+$5.87M
3
+$4.53M
4
CHTR icon
Charter Communications
CHTR
+$4.41M
5
NOW icon
ServiceNow
NOW
+$4.31M

Top Sells

1
+$7.48M
2
+$6.38M
3
+$4.71M
4
W icon
Wayfair
W
+$3.59M
5
XP icon
XP
XP
+$3.39M

Sector Composition

1 Consumer Discretionary 37.5%
2 Technology 31.57%
3 Financials 16.2%
4 Communication Services 11.29%
5 Consumer Staples 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
0
1 2
3