DADR

Dynamo Administracao de Recursos Portfolio holdings

AUM $29.2M
1-Year Est. Return 44.43%
This Quarter Est. Return
1 Year Est. Return
+44.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$29.2M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M

Top Sells

1
+$3.96M

Sector Composition

1 Consumer Discretionary 51.19%
2 Financials 46.99%
3 Technology 1.56%
4 Materials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MELI icon
1
Mercado Libre
MELI
$104B
$14.9M 51.19%
5,712
-1,515
NU icon
2
Nu Holdings
NU
$71.2B
$13.7M 46.99%
999,030
+791,400
VTEX icon
3
VTEX
VTEX
$766M
$455K 1.56%
68,879
VALE icon
4
Vale
VALE
$47.4B
$76.3K 0.26%
7,863