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Pwm Allocation Fundo De Investimento Em Cotas De Fundos De Investimento Multimercado Crédito Privado (0P0000U98M)

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5.081 -0.005 -0.10%

31/10 - Closed. Currency in BRL

Morningstar Rating:
Total Assets: 38.39M

Type: Fund

Market: Brazil

Issuer: Perfin Administração de Recursos Ltda

ISIN: BRPFN6CTF002

S/N: 09.643.534/0001-00

Asset Class: Other

General
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0P0000U98M Holdings

Comprehensive information about top holdings and Key Holding Information for the PWM ALLOCATION FUNDO DE INVESTIMENTO EM COTAS DE F (0P0000U98M) fund. Our PWM ALLOCATION FUNDO DE INVESTIMENTO EM COTAS DE F portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	3.490	5.470	1.980
Shares	25.030	39.830	14.800
Bonds	61.580	62.530	0.950
Convertible	0.100	0.100	0.000
Preferred	0.040	0.040	0.000
Other	9.760	20.240	10.480

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	8.292	10.165
Price to Book	1.136	1.410
Price to Sales	0.610	1.106
Price to Cash Flow	3.465	7.344
Dividend Yield	5.782	6.276
5 Years Earnings Growth	14.313	15.048

Sector Allocation

Name	Net %	Category Average
Financial Services	23.180	14.012
Basic Materials	18.820	12.459
Utilities	14.620	19.342
Energy	13.600	11.977
Consumer Cyclical	10.910	14.144
Consumer Defensive	7.230	7.862
Industrials	6.780	12.791
Healthcare	2.720	3.378
Real Estate	2.360	4.843
Communication Services	0.130	1.435
Technology	-0.350	4.633

Region Allocation

Latin America

Emerging Markets

Top Holdings

Number of long holdings: 8

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Capstone Macro PWM FIC FIM	-	34.14	-	-
Kapitalo PWM FIC FIM	-	20.88	-	-
Clave Alpha Macro PWM FIC FIM	-	17.56	-	-
SPX Mirage 2000 IN FIC FIM C Priv	-	9.99	-	-
Perfin PWM V FIC FIM C Priv	-	9.76	-	-
BRAM TPF Simples FI RF	-	7.71	-	-

Top Other Funds by Perfin Wealth Management Ltda.

Name	Total Assets	YTD%	3Y%	10Y%
PWM CHALLENGER RT FUNDO DE INVESTIM	912.24M	11.66	4.57	12.37
ONGO PRAZO INVESTIMENTO NO EXTERIOR	371.8M	2.65	4.98	12.04
PWM JASPE FUNDO DE INVESTIMENTO MUL	272.66M	2.03	7.49	9.85
PANCETTI FUNDO DE INVESTIMENTO MULT	205.15M	7.63	3.36	12.03
NOVA BOSSA FUNDO DE INVESTIMENTO MU	153.1M	2.21	9.30	6.24

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Recent Quotes

	Name	Price	Chg.	Chg. %
	PWM ALLOCATION FU.	5.081	-0.005	-0.10%