ACGDR
Atmos Capital Gestao de Recursos Portfolio holdings
AUM
$645M
This Quarter Return
+15.7%
1 Year Return
+44.54%
3 Year Return
+349.82%
5 Year Return
+344.41%
10 Year Return
–
AUM
$276M
AUM Growth
–
Cap. Flow
+$276M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
6
New
6
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Mercado Libre
MELI
|
$137M |
| 2 |
StoneCo
STNE
|
$46.1M |
| 3 |
CZZ
Cosan Limited
CZZ
|
$33.9M |
| 4 |
AVP
Avon Products, Inc.
AVP
|
$30.5M |
| 5 |
Vale
VALE
|
$19.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 52.88% |
| 2 | Technology | 16.72% |
| 3 | Consumer Staples | 12.29% |
| 4 | Materials | 7.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Mercado Libre
MELI
$121B
| $137M | 49.63% |
+239,247
| New | +$137M |
|
|
2
StoneCo
STNE
$4.36B
| $46.1M | 16.72% |
+1,155,474
| New | +$46.1M |
|
|
CZZ
3
DELISTED
Cosan Limited
CZZ
| $33.9M | 12.3% |
+1,484,281
| New | +$33.9M |
|
|
AVP
4
DELISTED
Avon Products, Inc.
AVP
| $30.5M | 11.08% |
+5,416,244
| New | +$30.5M |
|
|
5
Vale
VALE
$43.4B
| $19.4M | 7.03% |
+1,467,902
| New | +$19.4M |
|
6
Arcos Dorados Holdings
ARCO
$1.46B
| $8.98M | 3.26% |
+1,108,570
| New | +$8.98M |
|