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DADR

Dynamo Administracao de Recursos Portfolio holdings

AUM $18.5M
1-Year Est. Return 37.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$314M
AUM Growth
+$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$54.9M
2
+$27.4M
3
+$22.7M
4
NTCO
Natura &Co Holding S.A. American Depositary Shares (each representing two Common Shares)
NTCO
+$3.42M
5
XP icon
XP
XP
+$3.03M

Top Sells

1
+$26.3M
2
+$15.1M
3
+$434K
4
NU icon
Nu Holdings
NU
+$40.3K
5
MEKA
MELI Kaszek Pioneer Corp Class A Ordinary Shares
MEKA
+$5.18K

Sector Composition

1 Consumer Staples 38.03%
2 Consumer Discretionary 32.39%
3 Financials 18.58%
4 Technology 7.74%
5 Materials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$102M 32.39%
85,393
+20,818
2
$75.1M 23.96%
1,251,247
+890,847
3
$44.1M 14.07%
4,039,464
+386,065
4
$42.7M 13.62%
1,419,278
+97,312
5
$24.3M 7.74%
3,947,647
+3,677,927
6
$12.5M 3.98%
1,616,600
-5,026
7
$5.53M 1.76%
1,083,330
8
$4.08M 1.3%
204,069
-873,548
9
$2.78M 0.89%
269,765
-503
10
$603K 0.19%
60,000
11
$298K 0.09%
30,000
12
– –
-7,938,112
13
– –
-65,000