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
$461M
AUM Growth
-$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$50.7M
2
+$17.3M
3
+$3.97M

Top Sells

1
+$75.2M
2
+$64.6M
3
+$42.8M
4
DLO icon
dLocal
DLO
+$12M
5
MELI icon
Mercado Libre
MELI
+$2.26M

Sector Composition

1 Financials 29.46%
2 Consumer Discretionary 27.65%
3 Communication Services 21.62%
4 Technology 20.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$92.6M 20.09%
11,623,836
+2,173,389
2
$88.1M 19.11%
7,436,029
+334,918
3
$82.6M 17.91%
48,568
-1,332
4
$50.7M 10.99%
+267,795
5
$49M 10.63%
83,671
-73,136
6
$47.7M 10.35%
4,606,283
-7,260,453
7
$44.9M 9.74%
204,673
-294,547
8
$1.61M 0.35%
3,127
-2,767
9
$1.53M 0.33%
260,358
-1,214
10
$1.19M 0.26%
40,500
11
$1.08M 0.23%
35,930
12
$14K ﹤0.01%
82,102
13
– –
-1,493,806