VPI
VELT Partners Investimentos Portfolio holdings
AUM
$51.1M
This Quarter Return
+50.95%
1 Year Return
+55.37%
3 Year Return
-20.72%
5 Year Return
–
10 Year Return
–
AUM
$185M
AUM Growth
+$185M
(+31%)
Cap. Flow
-$13.1M
Cap. Flow
% of AUM
-7.08%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
4
New
–
Increased
3
Reduced
–
Closed
1
Top Buys
| 1 |
XP
XP
|
$4.28M |
| 2 |
StoneCo
STNE
|
$4.13M |
| 3 |
Mercado Libre
MELI
|
$2.18M |
Top Sells
| 1 |
AB InBev
BUD
|
$23.7M |
Sector Composition
| 1 | Technology | 58.28% |
| 2 | Consumer Discretionary | 31.51% |
| 3 | Financials | 10.21% |
| 4 | Consumer Staples | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
StoneCo
STNE
$4.38B
| $108M | 58.28% |
1,292,209
+49,400
| +4% | +$4.13M |
|
|
2
Mercado Libre
MELI
$120B
| $58.5M | 31.51% |
34,893
+1,301
| +4% | +$2.18M |
|
|
3
XP
XP
$9.4B
| $18.9M | 10.21% |
477,195
+107,910
| +29% | +$4.28M |
|
|
4
AB InBev
BUD
$116B
| – | – |
-440,348
| Closed | -$23.7M |
|