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
$576M
AUM Growth
-$283M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$17.7M
3
+$16.6M
4
NFLX icon
Netflix
NFLX
+$16.3M
5
MELI icon
Mercado Libre
MELI
+$11M

Top Sells

1
+$148M
2
+$23.4M
3
+$20.6M
4
META icon
Meta Platforms (Facebook)
META
+$20.6M
5
AMZN icon
Amazon
AMZN
+$18.2M

Sector Composition

1 Communication Services 33.11%
2 Consumer Discretionary 33.04%
3 Technology 22.02%
4 Financials 8.61%
5 Consumer Staples 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$91K 0.02%
499,999
27
$30K 0.01%
79,999
28
$11K ﹤0.01%
+900
29
– –
-197,166
30
– –
-400,000
1
2