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
$276M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1
+$137M
2
+$46.1M
3
+$33.9M
4
AVP
Avon Products, Inc.
AVP
+$30.5M
5
VALE icon
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 Change
in Stake 		Capital Flow
1
$137M 49.63%
+239,247
2
$46.1M 16.72%
+1,155,474
3
$33.9M 12.3%
+1,484,281
4
$30.5M 11.08%
+5,416,244
5
$19.4M 7.03%
+1,467,902
6
$8.98M 3.26%
+1,139,415