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
$121M
AUM Growth
+$9.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$6.96M
3
+$300K
4
LDHAU
LDH Growth Corp I Units
LDHAU
+$190K
5
VTEX icon
VTEX
VTEX
+$104K

Top Sells

1
+$3.98M

Sector Composition

1 Financials 53.07%
2 Technology 22.91%
3 Consumer Discretionary 14.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$64.4M 53.07%
2,138,757
+231,150
2
$22M 18.1%
1,876,208
+25,600
3
$17.3M 14.23%
+14,515
4
$11.9M 9.79%
1,206,274
+19,300
5
$5.84M 4.81%
948,904
+16,900
6
– –
-424,200