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

Lisbon

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13.366 -0.140 -1.04%

30/10 - Closed. Currency in EUR

Morningstar Rating:
Total Assets: 38.81M

Type: Fund

Market: Portugal

Issuer: Optimize Investment Partners SGFIM SA

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	0.890	1.180	0.290
Stocks	93.070	93.070	0.000
Bonds	6.040	6.040	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	14.971	16.344
Price to Book	2.174	2.422
Price to Sales	1.727	1.797
Price to Cash Flow	9.873	9.927
Dividend Yield	2.253	2.482
5 Years Earnings Growth	11.335	12.482

Sector Allocation

Name	Net %	Category Average
Technology	28.810	19.992
Consumer Cyclical	16.400	12.114
Healthcare	14.750	12.532
Financial Services	14.540	14.949
Industrials	6.810	12.193
Consumer Defensive	6.210	7.772
Utilities	4.350	3.381
Communication Services	3.750	7.233
Energy	3.070	4.491
Basic Materials	1.280	6.959
Real Estate	0.020	2.813

Region Allocation

North America
Europe Developed
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 65

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	3.94	410.37	+0.99%
Amazon.com	US0231351067	3.54	197.93	+6.19%
Alphabet C	US02079K1079	3.16	172.65	-0.02%
Novo Nordisk B	DK0062498333	2.87	768.9	+0.76%
Palo Alto Networks	US6974351057	2.72	362.64	+0.64%
ASML Holding	NL0010273215	2.66	627.10	+0.95%
Banco Comercial Portugues, S.A. 6.888%	PTBCPWOM0034	2.56	-	-
UnitedHealth	US91324P1021	2.50	567.56	+0.54%
Louis Vuitton	FR0000121014	2.47	611.00	+0.20%
Adobe	US00724F1012	2.41	482.80	+0.99%

Top Equity Funds by Optimize Investment Partners SGOIC SA

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	PTOPZAHM0003		49.17M	6.21	1.64	3.18

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Optimize Capital .	13.366	-0.140	-1.04%