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

Top Buys

1 +$78.7M
2 +$48.6M
3 +$29.9M
4
AMZN icon
Amazon
AMZN
+$21M
5
META icon
Meta Platforms (Facebook)
META
+$5.33M

Top Sells

1 +$69.1M
2 +$65.2M
3 +$21.6M
4
ITUB icon
Itaú Unibanco
ITUB
+$13.1M
5
SHOP icon
Shopify
SHOP
+$5.95M

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
-3,463,897