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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 46.950 | 47.960 | 1.010 |
Bonds | 39.570 | 41.210 | 1.640 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 20.060 | 22.400 | 2.340 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 7.718 | 10.204 |
Price to Book | 1.124 | 1.406 |
Price to Sales | 1.170 | 0.939 |
Price to Cash Flow | 3.101 | 5.005 |
Dividend Yield | 7.721 | 5.743 |
5 Years Earnings Growth | 11.352 | 14.580 |
Name | Net % | Category Average |
---|---|---|
Industrials | 34.160 | 16.402 |
Utilities | 23.380 | 18.632 |
Consumer Defensive | 12.980 | 7.840 |
Basic Materials | 12.070 | 13.819 |
Healthcare | 5.040 | 4.569 |
Real Estate | 4.520 | 2.229 |
Consumer Cyclical | 3.130 | 14.967 |
Financial Services | 2.680 | 18.461 |
Energy | 1.860 | 7.283 |
Technology | 0.190 | 0.896 |
Communication Services | -0.020 | 0.447 |
Number of long holdings: 33
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ITAUSA PN | BRITSAACNPR7 | 12.97 | 10.33 | +0.39% | |
Itaú Soberano Simples FIC FI RF | - | 12.64 | - | - | |
Alupar Invest Unit | BRALUPCDAM15 | 8.88 | 31.18 | -0.54% | |
Atmos ATMR III FIC FIA | - | 7.26 | - | - | |
Capstone Macro FIC FIM | - | 7.21 | - | - | |
Bogari Value Q FIC FIA | - | 6.44 | - | - | |
Legacy B FIC FIM | - | 6.14 | - | - | |
Itaú Custódia Caixa FI RF CP | - | 5.23 | - | - | |
Squadra Long Only FIC FIA | - | 5.07 | - | - | |
BRASILAGRO ON | BRAGROACNOR7 | 3.72 | 26.36 | -1.13% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BIOESTRATEGIA FUNDO DE INVESTIMENTO | 115.15M | 6.09 | 12.56 | 10.02 | ||
MAGMA FUNDO DE INVESTIMENTO MULTIME | 109.69M | 1.37 | 7.37 | 9.90 | ||
BF MULTIMERCADO FUNDO DE INVESTIMEN | 61.72M | 3.37 | 0.75 | 6.32 | ||
Z4 FUNDO DE INVESTIMENTO MULTIMERCA | 63.83M | 13.95 | 10.97 | - | ||
RAMA FUNDO DE INVESTIMENTO MULTIMER | 55.36M | 6.03 | 12.06 | 9.20 |
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