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
$124M
AUM Growth
-$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$9.37M
3
+$7.23M
4
ARCO icon
Arcos Dorados Holdings
ARCO
+$6.64M
5
DESP
Despegar.com
DESP
+$2.7M

Top Sells

1
+$93.1M
2
+$30.5M
3
+$7.18M

Sector Composition

1 Consumer Staples 31.01%
2 Consumer Discretionary 29.72%
3 Technology 27.88%
4 Materials 11.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.5M 27.88%
1,586,017
+430,543
2
$23.8M 19.19%
48,647
-190,600
3
$20.1M 16.22%
+2,042,072
4
$14.1M 11.39%
1,701,802
+233,900
5
$11.1M 8.95%
900,780
-583,501
6
$10.3M 8.35%
3,182,758
+2,043,343
7
$7.23M 5.84%
+163,900
8
$2.7M 2.18%
+476,044
9
– –
-5,416,244