ACGDR

Atmos Capital Gestao de Recursos Portfolio holdings

AUM $707M
1-Year Est. Return 49.52%
This Quarter Est. Return
1 Year Est. Return
+49.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$804M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$62.7M
3
+$33.8M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$30.7M
5
MELI icon
Mercado Libre
MELI
+$29.2M

Top Sells

1
+$228M
2
+$26.3M
3
+$20.4M
4
SNOW icon
Snowflake
SNOW
+$12.2M
5
NTCO
Natura &Co Holding S.A. American Depositary Shares (each representing two Common Shares)
NTCO
+$4.03M

Sector Composition

1 Communication Services 35.09%
2 Consumer Discretionary 23.53%
3 Technology 19.93%
4 Financials 15.6%
5 Consumer Staples 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$60K 0.01%
+79,999
27
– –
-3,395,432
28
– –
-400,000
29
– –
-123,209
30
– –
-375,000
1
2