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Trend Bolsa Americana Alavancado Fundo De Investimento Em Ações (0P0001K98W)

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3.558 +0.070    +2.06%
20/12 - Closed. Currency in BRL
  • Morningstar Rating:
  • Total Assets: 102.45M
Type:  Fund
Market:  Brazil
Issuer:  XP Allocation Asset Management Ltda.
ISIN:  BR04O0CTF006 
Asset Class:  Other
TREND BOLSA AMERICANA ALAVANCADO FUNDO DE INVESTIM 3.558 +0.070 +2.06%

0P0001K98W Holdings

 
Comprehensive information about top holdings and Key Holding Information for the TREND BOLSA AMERICANA ALAVANCADO FUNDO DE INVESTIM (0P0001K98W) fund. Our TREND BOLSA AMERICANA ALAVANCADO FUNDO DE INVESTIM portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Shares 1.000 1.000 0.000
Bonds 27.210 27.210 0.000
Other 74.900 74.900 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 20.979 20.833
Price to Book 4.012 4.042
Price to Sales 2.748 3.283
Price to Cash Flow 14.484 13.825
Dividend Yield 1.468 1.811
5 Years Earnings Growth 14.280 12.915

Sector Allocation

Name  Net % Category Average
Government 27.210 32.291
Cash -2.960 3.760

Region Allocation

  • Latin America
  • Emerging Markets

Top Holdings

Number of long holdings: 19

Number of short holdings: 4

Name ISIN Weight % Last Change %
  Trend Crsp U.S. Large Cap BRUSALCTF005 74.90 15.77 +2.27%
  Brazil 0 01-Mar-2026 BRSTNCLF1RE0 10.16 15,775.330 +0.04%
SECRETARIA TESOURO NACIONAL 01/09/25 BRSTNCLF1RD2 5.25 - -
SECRETARIA TESOURO NACIONAL 01/03/24 BRSTNCLF1RA8 3.74 - -
S&P 500 Index Future June 23 BRBMEFISP190 1.00 - -
XP Cash VIII Simples FI RF - 0.78 - -
XP Cash VII Simples FI RF - 0.78 - -
XP Cash III Simples FI RF - 0.78 - -
XP Cash X Simples FI RF - 0.78 - -
XP Cash VI Simples FI RF - 0.78 - -

Top Other Funds by XP Allocation Asset Management Ltda.

  Name Rating Total Assets YTD% 3Y% 10Y%
  BR0D6SCTF005 3.06B 9.18 - -
  BR089ZCTF007 242.82M 24.14 1.78 -
  BR09K0CTF005 81.42M 70.86 -5.02 -
  BR02S5CTF003 20.57M 0.16 9.15 -
  BR05NJCTF003 12.05M 34.78 0.16 -
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