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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.880 | 5.080 | 1.200 |
Stocks | 3.390 | 4.580 | 1.190 |
Bonds | 44.550 | 44.610 | 0.060 |
Preferred | 0.950 | 0.950 | 0.000 |
Other | 47.240 | 47.510 | 0.270 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 9.202 | 10.249 |
Price to Book | 1.261 | 1.415 |
Price to Sales | 0.823 | 0.956 |
Price to Cash Flow | 4.576 | 5.251 |
Dividend Yield | 6.155 | 5.710 |
5 Years Earnings Growth | 16.530 | 14.790 |
Name | Net % | Category Average |
---|---|---|
Utilities | 24.600 | 18.711 |
Industrials | 18.790 | 16.547 |
Consumer Cyclical | 17.370 | 14.958 |
Financial Services | 14.660 | 18.455 |
Energy | 9.210 | 7.189 |
Real Estate | 8.080 | 2.274 |
Consumer Defensive | 3.040 | 7.882 |
Healthcare | 2.310 | 4.524 |
Basic Materials | 2.040 | 13.825 |
Technology | 0.130 | 0.881 |
Communication Services | -0.250 | 0.487 |
Number of long holdings: 26
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BRAM TPF Simples FI RF | - | 36.12 | - | - | |
SPX Falcon PWM FIC FIA | - | 5.34 | - | - | |
Sharp LB PWM FIC FIA | - | 5.32 | - | - | |
Oceana PWM FIC FIA | - | 5.25 | - | - | |
IP PWM BDR Nível I FIC FIA | - | 5.13 | - | - | |
Squadra Long Biased Pwm FICC FIA | - | 5.07 | - | - | |
SPX Mirage 2000 IN FIC FIM C Priv | - | 4.87 | - | - | |
Núcleo PWM FIC FIA | - | 3.54 | - | - | |
Dynamo Cougar FIC FIA | - | 3.20 | - | - | |
Tesouro IPCA + NTNB 6 15-Aug-2030 | BRSTNCNTB3B8 | 3.00 | 4,363.948 | +0.26% |
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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