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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 26.800 | 26.960 | 0.160 |
Bonds | 2.900 | 2.900 | 0.000 |
Preferred | 1.080 | 1.080 | 0.000 |
Other | 70.910 | 70.940 | 0.030 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.238 | 10.249 |
Price to Book | 2.425 | 1.415 |
Price to Sales | 1.929 | 0.956 |
Price to Cash Flow | 11.659 | 5.251 |
Dividend Yield | 1.674 | 5.710 |
5 Years Earnings Growth | 20.924 | 14.790 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 24.550 | 18.455 |
Utilities | 24.020 | 18.711 |
Technology | 17.340 | 0.881 |
Consumer Cyclical | 7.840 | 14.958 |
Industrials | 6.410 | 16.547 |
Healthcare | 6.070 | 4.524 |
Communication Services | 4.800 | 0.487 |
Consumer Defensive | 3.360 | 7.882 |
Real Estate | 2.200 | 2.274 |
Energy | 2.010 | 7.189 |
Basic Materials | 1.400 | 13.825 |
Number of long holdings: 35
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Perfin Foresight Institucional FIC FIA | - | 14.71 | - | - | |
Fundo de Invest Ishares SP 500 | BRIVVBCTF001 | 13.79 | 349.80 | +0.66% | |
Perfin PWM FIC FIA | - | 10.73 | - | - | |
ETF MIRAE ASSET S&P/B3 INGENIUS BDRS FDO DE INDICE | BRGTECCTF003 | 10.42 | - | - | |
PERFIN DISCOVERY II FDO DE INVESTIMENTO EM PARTICIPAÇÕES MULTIESTRAT | BR0EXSCTF001 | 10.37 | - | - | |
Perfin Comercury FIA | - | 5.73 | - | - | |
Berkshire Hathaway BDR | BRBERKBDR002 | 4.79 | 125.20 | +0.64% | |
Perfin Mercury FIC FIA | - | 4.76 | - | - | |
IP PWM BDR Nível I FIC FIA | - | 2.47 | - | - | |
Truxt Recovery FIA | - | 2.31 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PWM CHALLENGER RT FUNDO DE INVESTIM | 887.22M | 11.50 | 7.84 | 12.67 | ||
ONGO PRAZO INVESTIMENTO NO EXTERIOR | 372.35M | 2.65 | 4.98 | 12.04 | ||
PWM JASPE FUNDO DE INVESTIMENTO MUL | 270.55M | 2.03 | 7.49 | 9.85 | ||
PANCETTI FUNDO DE INVESTIMENTO MULT | 203.89M | -14.13 | 7.54 | 11.18 | ||
NOVA BOSSA FUNDO DE INVESTIMENTO MU | 153.49M | -1.38 | 7.94 | 6.20 |
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