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
$278M
AUM Growth
+$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$35.4M
2
+$5.08M
3
+$4.68M
4
AVP
Avon Products, Inc.
AVP
+$3.03M

Top Sells

1
+$3.02M
2
+$480K
3
+$437K

Sector Composition

1 Consumer Discretionary 54.1%
2 Consumer Staples 19.74%
3 Materials 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$150M 54.1%
272,944
+64,171
2
$54.9M 19.74%
3,685,059
-202,493
3
$51.3M 18.44%
11,654,838
+688,141
4
$16.1M 5.77%
1,395,810
+406,837
5
$5.43M 1.95%
943,938
+883,938
6
– –
-10,000
7
– –
-3,600