VPI

VELT Partners Investimentos Portfolio holdings

AUM $51.1M
1-Year Est. Return 55.37%
This Quarter Est. Return
1 Year Est. Return
+55.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$3.38M

Top Sells

1
+$14.6M
2
+$13.1M
3
+$248K

Sector Composition

1 Technology 46.55%
2 Consumer Discretionary 25.75%
3 Consumer Staples 16.8%
4 Financials 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$65.7M 46.55%
1,242,809
+63,900
2
$36.4M 25.75%
33,592
+18,801
3
$23.7M 16.8%
440,348
-4,600
4
$15.4M 10.9%
369,285
-314,328
5
– –
-971,739