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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.020 | 4.750 | 2.730 |
Stocks | 8.190 | 9.870 | 1.680 |
Bonds | 266.820 | 299.210 | 32.390 |
Preferred | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 8.130 | 10.101 |
Price to Book | 0.984 | 1.446 |
Price to Sales | 0.448 | 1.035 |
Price to Cash Flow | 4.482 | 5.854 |
Dividend Yield | 4.291 | 6.465 |
5 Years Earnings Growth | 11.532 | 14.337 |
Name | Net % | Category Average |
---|---|---|
Utilities | 32.210 | 17.681 |
Financial Services | 21.810 | 15.771 |
Consumer Cyclical | 13.070 | 14.942 |
Consumer Defensive | 10.150 | 8.048 |
Industrials | 9.500 | 12.396 |
Energy | 6.860 | 11.484 |
Real Estate | 3.170 | 3.680 |
Healthcare | 1.280 | 4.233 |
Technology | 1.240 | 3.935 |
Basic Materials | 1.010 | 11.824 |
Communication Services | -0.300 | 1.330 |
Number of long holdings: 13
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
XP Macro Plus FIM | - | 97.90 | - | - | |
XP Cash VIII Simples FI RF | - | 0.23 | - | - | |
XP Cash VII Simples FI RF | - | 0.23 | - | - | |
XP Cash III Simples FI RF | - | 0.23 | - | - | |
XP Cash X Simples FI RF | - | 0.23 | - | - | |
XP Cash VI Simples FI RF | - | 0.23 | - | - | |
XP Cash V Simples FI RF | - | 0.23 | - | - | |
XP Cash IX Simples FI RF | - | 0.23 | - | - | |
XP Cash IV Simples FI RF | - | 0.23 | - | - | |
XP Cash II Simples FI RF | - | 0.23 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
XP ICATU HORIZONTE PREV FUNDO DE IN | 1.8B | 10.67 | 9.24 | 9.57 | ||
XP Macro FIM | 1.14B | 5.59 | 10.10 | - | ||
XP MACRO INSTITUCIONAL FUNDO DE | 106.97M | 10.19 | 7.32 | - | ||
XP ICATU HORIZONTE MACRO PREV FUNDO | 114.64M | 9.76 | 6.98 | 9.62 | ||
OABPREV SPZERMATT FUNDO DE INVESTIM | 33.94M | 12.14 | 11.06 | - |
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