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
$108M
AUM Growth
-$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$18.9M
2 +$12.7M
3 +$1.63M

Top Sells

1 +$1.21M
2 +$372K

Sector Composition

1 Financials 47.08%
2 Consumer Discretionary 25.97%
3 Technology 16.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$51.1M 47.08%
2,843,533
+704,776
2
$28.2M 25.97%
44,230
+29,715
3
$13.2M 12.2%
1,719,208
-157,000
4
$11.4M 10.55%
1,168,281
-37,993
5
$4.55M 4.19%
1,477,123
+528,219