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Optimize Capital Reforma Ppr/oicvm Agressivo - Fundo De Investimento Aberto De Poupança Reforma (0P0001FEUD)

Lisbon

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13.949 -0.100 -0.69%

27/12 - Closed. Currency in EUR

Morningstar Rating:
Total Assets: 44.35M

Type: Fund

Market: Portugal

ISIN: PTOPZEHM0017

Asset Class: Equity

General
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0P0001FEUD Holdings

Comprehensive information about top holdings and Key Holding Information for the Optimize Capital Reforma PPR/OICVM Agressivo - Fun (0P0001FEUD) fund. Our Optimize Capital Reforma PPR/OICVM Agressivo - Fun portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	0.750	1.250	0.500
Stocks	96.510	96.510	0.000
Bonds	2.740	2.740	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.937	16.300
Price to Book	3.315	2.491
Price to Sales	1.920	1.851
Price to Cash Flow	13.939	10.174
Dividend Yield	2.108	2.439
5 Years Earnings Growth	11.965	12.393

Sector Allocation

Name	Net %	Category Average
Technology	29.990	20.517
Consumer Cyclical	18.520	12.475
Healthcare	15.230	12.599
Financial Services	10.350	15.296
Industrials	8.530	12.024
Consumer Defensive	6.190	7.666
Communication Services	5.570	7.474
Utilities	4.190	3.051
Basic Materials	0.530	6.883
Energy	0.480	3.362
Real Estate	0.420	2.957

Region Allocation

North America
Latin America
Europe Developed
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 51

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	4.18	423.03	-0.42%
Louis Vuitton	FR0000121014	3.88	635.50	+0.99%
Alphabet C	US02079K1079	3.77	191.73	-0.50%
Hermes International	FR0000052292	3.28	2,322.00	+0.74%
ASML Holding	NL0010273215	3.22	678.70	+1.01%
iShares Russell 2000	US4642876555	3.14	220.89	+0.10%
Siemens AG	DE0007236101	3.13	188.56	-0.55%
Amazon.com	US0231351067	3.12	220.95	-0.16%
AMD	US0079031078	3.11	121.00	-1.18%
Airbus Group	NL0000235190	2.96	154.78	+0.26%

Top Equity Funds by Optimize Investment Partners SGOIC SA

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	PTOPZAHM0003		54.78M	9.38	1.56	3.39

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