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
+$626K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
20
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$3.81M
3
+$3.76M
4
XP icon
XP
XP
+$2.53M
5
MA icon
Mastercard
MA
+$2.03M

Top Sells

1
+$16.9M
2
+$6.92M
3
+$4.46M
4
IAC icon
IAC Inc
IAC
+$3.98M
5
NFLX icon
Netflix
NFLX
+$2.01M

Sector Composition

1 Financials 30.5%
2 Communication Services 29.71%
3 Consumer Discretionary 17.07%
4 Healthcare 10.06%
5 Industrials 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.1M 7.87%
139,928
+1,601
2
$21.7M 7.41%
144,067
+25,260
3
$15.8M 5.39%
56,661
-6,604
4
$12.8M 4.36%
10,388
+77
5
$10.9M 3.71%
22,587
+4,207
6
$8.1M 2.76%
13,942
-7,673
7
$7.42M 2.53%
15,274
-14,258
8
$5.69M 1.94%
9,364
-3,311
9
$5.49M 1.87%
21,995
+5,406
10
$5.31M 1.81%
121,330
-91,042
11
$5.08M 1.73%
+8
12
$4.65M 1.58%
11,059
-40,222
13
$3.76M 1.28%
+12,197
14
$2.53M 0.86%
+98,515
15
$2.29M 0.78%
364,014
-39,231
16
$555K 0.19%
+2,929
17
– –
0
18
– –
-32,634
19
– –
0
20
– –
-1,146