IPGDR

Investidor Profissional Gestao de Recursos Portfolio holdings

AUM $134M
1-Year Est. Return 18.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
-$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$9.23M
2
+$3.33M
3
+$2.55M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$831K
5
MA icon
Mastercard
MA
+$710K

Top Sells

1
+$12.8M
2
+$5.07M
3
+$4.82M
4
DHR icon
Danaher
DHR
+$4.54M
5
TMO icon
Thermo Fisher Scientific
TMO
+$4.38M

Sector Composition

1 Communication Services 35.53%
2 Financials 34.48%
3 Consumer Discretionary 14.77%
4 Industrials 7.44%
5 Healthcare 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-12,197
1
2