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
$858M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$65.1M
2 +$56.2M
3 +$17.4M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$13.9M
5
AMZN icon
Amazon
AMZN
+$10.3M

Top Sells

1 +$27.1M
2 +$21.9M
3 +$15M
4
MSFT icon
Microsoft
MSFT
+$5.03M
5
BABA icon
Alibaba
BABA
+$3.72M

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