IPGDR

Investidor Profissional Gestao de Recursos Portfolio holdings

AUM $149M
1-Year Est. Return 15.69%
This Quarter Est. Return
1 Year Est. Return
+15.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
22
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.31M
3
+$5.65M
4
IAC icon
IAC Inc
IAC
+$5.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.58M

Top Sells

1
+$6.4M
2
+$6.19M
3
+$4.15M
4
CHTR icon
Charter Communications
CHTR
+$2.41M
5
OXY icon
Occidental Petroleum
OXY
+$2.3M

Sector Composition

1 Financials 33.55%
2 Communication Services 31.47%
3 Consumer Discretionary 14%
4 Healthcare 11.38%
5 Industrials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.8M 3.33%
138,327
+68,414
2
$18.3M 3.23%
51,281
+12,833
3
$16.6M 2.93%
118,807
-29,734
4
$16.5M 2.91%
63,265
-5,335
5
$11.5M 2.03%
21,615
-3,672
6
$10.5M 1.85%
+29,532
7
$10.4M 1.84%
10,311
+5,584
8
$9.13M 1.61%
212,372
+121,018
9
$7.84M 1.39%
18,380
-2,402
10
$6.17M 1.09%
12,675
+1,905
11
$3.84M 0.68%
16,589
-26,763
12
$2.54M 0.45%
403,245
-97,053
13
$1.95M 0.34%
32,634
-38,476
14
$545K 0.1%
1,146
-627
15
– –
-775
16
– –
-2,699
17
– –
-5,487
18
– –
-25,937
19
– –
-70,105
20
– –
-844
21
– –
-1,678
22
– –
-3,640