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
$81.8M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$9.32M
2 +$6.51M
3 +$5.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.66M
5
TWLO icon
Twilio
TWLO
+$5.01M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.5%
2 Consumer Discretionary 15.65%
3 Energy 10.48%
4 Financials 10.25%
5 Healthcare 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$9.32M 3.38%
+65,224
2
$6.51M 2.36%
+45,000
3
$5.7M 2.07%
+143,000
4
$5.66M 2.05%
+25,000
5
$5.01M 1.82%
+51,000
6
$4.5M 1.63%
+200,000
7
$4.45M 1.61%
+17,100
8
$4.27M 1.55%
+20,000
9
$4.13M 1.49%
+103,670
10
$3.62M 1.31%
+8,450
11
$3.46M 1.25%
+465,000
12
$3.39M 1.23%
+16,000
13
$2.95M 1.07%
+50,000
14
$2.72M 0.99%
+118,286
15
$2.66M 0.96%
+60,000
16
$2.5M 0.91%
+40,000
17
$2.48M 0.9%
+27,500
18
$2.33M 0.84%
+189,357
19
$1.83M 0.66%
+17,750
20
$1.59M 0.58%
+57,828
21
$1.52M 0.55%
+42,500
22
$1.05M 0.38%
+32,000
23
$160K 0.06%
+20,000
24
0
25
0