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
$665M
AUM Growth
+$6.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$75.5M
2 +$48.3M
3 +$26.4M
4
AMZN icon
Amazon
AMZN
+$18.8M
5
META icon
Meta Platforms (Facebook)
META
+$4.46M

Top Sells

1 +$66.2M
2 +$57.8M
3 +$19.1M
4
ITUB icon
Itaú Unibanco
ITUB
+$13.1M
5
SHOP icon
Shopify
SHOP
+$4.71M

Sector Composition

1 Technology 28.31%
2 Consumer Discretionary 26.02%
3 Financials 24.82%
4 Communication Services 18.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-3,363,007