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
$185M
AUM Growth
+$44.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$4.28M
2 +$4.13M
3 +$2.18M

Top Sells

1 +$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 Change
in Stake
Capital Flow
1
$108M 58.28%
1,292,209
+49,400
2
$58.5M 31.51%
34,893
+1,301
3
$18.9M 10.21%
477,195
+107,910
4
-440,348