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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 17.610 | 17.610 | 0.000 |
Bonds | 10.820 | 10.820 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 71.590 | 72.130 | 0.540 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.151 | 19.611 |
Price to Book | 2.271 | 3.077 |
Price to Sales | 1.503 | 2.377 |
Price to Cash Flow | 9.692 | 10.869 |
Dividend Yield | 2.638 | 1.469 |
5 Years Earnings Growth | 10.865 | 12.241 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.920 | 21.815 |
Financial Services | 14.720 | 32.720 |
Healthcare | 12.830 | 17.139 |
Industrials | 11.910 | 9.694 |
Consumer Cyclical | 10.630 | 17.986 |
Consumer Defensive | 7.930 | 7.198 |
Communication Services | 6.490 | 8.581 |
Energy | 5.090 | 4.885 |
Basic Materials | 4.490 | 3.702 |
Utilities | 2.520 | 1.228 |
Real Estate | 2.470 | 1.380 |
Number of long holdings: 24
Number of short holdings: 5
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Trend MSCI USA ESG Fdo De Inv De IndiceIe | BRESGUCTF007 | 35.64 | 10.42 | +0.87% | |
Trend MSCI Eafe ESG Fdo Inv Indice Ie | BRESGDCTF003 | 28.47 | 9.94 | +2.79% | |
iShares ESG Aware MSCI USA | US46435G4257 | 9.66 | 115.52 | +0.73% | |
Brazil 0 01-Sep-2025 | BRSTNCLF1RD2 | 8.59 | 14,888.737 | +0.04% | |
Trend MSCI Emerging Markets ESG Fdo Inv Ind Ie | BRESGECTF001 | 8.02 | 7.69 | -0.13% | |
iShares ESG Aware MSCI EAFE | US46435G5163 | 7.52 | 81.38 | +0.91% | |
iShares ESG Aware MSCI EM | US46434G8630 | 0.53 | 32.74 | -0.97% | |
Brazil LFT 0 01-SEP-2024 | BRSTNCLF0008 | 0.51 | 14,896.402 | +41.86% | |
XP Cash I FI RF Simples | - | 0.18 | - | - | |
XP Cash II Simples FI RF | - | 0.18 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BR02WNCTF003 | 805.55M | 39.19 | -6.05 | - | ||
XP CREDITO ESTRUTURADO 360 FI EM C | 657.83M | 12.89 | 11.52 | - | ||
XP DEBENTURES INCENTIVADAS CREDITOM | 491.41M | 9.57 | 9.92 | - | ||
TREND INFLACAO FUNDO DE INVESTIME | 345.74M | 11.75 | 8.43 | - | ||
BR037WCTF003 | 218.12M | 42.31 | 1.58 | - |
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