ACGDR

Atmos Capital Gestao de Recursos Portfolio holdings

AUM $660M
1-Year Est. Return 71.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+71.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$858M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$73.8M
2
+$58.6M
3
+$19.2M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$13.8M
5
AMZN icon
Amazon
AMZN
+$10.6M

Top Sells

1
+$27.1M
2
+$21.6M
3
+$15.9M
4
MSFT icon
Microsoft
MSFT
+$4.85M
5
BABA icon
Alibaba
BABA
+$4.56M

Sector Composition

1 Communication Services 32.48%
2 Consumer Discretionary 27.65%
3 Technology 19.02%
4 Financials 18.54%
5 Consumer Staples 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-1,629,848
1
2