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
$658M
AUM Growth
+$82.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$151M
2
+$67.1M
3
+$39.9M
4
MELI icon
Mercado Libre
MELI
+$28.9M
5
MSFT icon
Microsoft
MSFT
+$22.4M

Top Sells

1
+$20.1M
2
+$16.3M
3
+$11.3M
4
SE icon
Sea Limited
SE
+$4.63M
5
WALD icon
Waldencast
WALD
+$3.72M

Sector Composition

1 Communication Services 24.56%
2 Financials 24.26%
3 Consumer Discretionary 20.21%
4 Technology 19.58%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-900
27
– –
-49,157
28
– –
-38,632
29
– –
-435,550
1
2