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
$179M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$5.08M
2 +$380K

Top Sells

1 +$9.14M
2 +$12.9K

Sector Composition

1 Technology 52.47%
2 Consumer Discretionary 28.21%
3 Financials 12.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$93.9M 52.47%
1,400,708
+75,700
2
$50.5M 28.21%
32,424
-5,870
3
$22.8M 12.71%
522,575
+8,730
4
$11.8M 6.61%
1,182,670
-1,286