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
$16.7M
AUM Growth
-$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$17.3M
2
+$4.72M
3
+$285K

Sector Composition

1 Consumer Discretionary 84.66%
2 Financials 12.77%
3 Technology 2.1%
4 Materials 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MELI icon
1
Mercado Libre
MELI
$103B
$14.1M 84.66%
7,227
-8,883
NU icon
2
Nu Holdings
NU
$72.5B
$2.13M 12.77%
207,630
-461,307
VTEX icon
3
VTEX
VTEX
$762M
$349K 2.1%
68,879
-56,241
VALE icon
4
Vale
VALE
$47.4B
$78.5K 0.47%
7,863