Please try another search
| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 1.840 | 2.560 | 0.720 |
| Shares | 15.160 | 15.160 | 0.000 |
| Bonds | 8.330 | 8.330 | 0.000 |
| Other | 74.680 | 74.680 | 0.000 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 18.720 | 20.214 |
| Price to Book | 2.730 | 3.179 |
| Price to Sales | 1.922 | 2.452 |
| Price to Cash Flow | 12.225 | 11.539 |
| Dividend Yield | 2.207 | 1.574 |
| 5 Years Earnings Growth | 12.878 | 12.081 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 26.010 | 20.194 |
| Financial Services | 15.710 | 30.022 |
| Healthcare | 12.140 | 14.025 |
| Industrials | 10.470 | 7.487 |
| Consumer Cyclical | 9.580 | 17.553 |
| Communication Services | 6.950 | 8.751 |
| Consumer Defensive | 6.840 | 5.946 |
| Energy | 4.050 | 4.231 |
| Basic Materials | 3.490 | 2.533 |
| Utilities | 2.650 | 1.503 |
| Real Estate | 2.100 | 1.358 |
Number of long holdings: 25
Number of short holdings: 3
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| TREND ETF MSCI ACWI FDO DE ÃNDICE | BR05T4CTF002 | 29.98 | - | - | |
| TREND ETF MSCI USA ESG FDO DE INVESTIMENTO DE ÃNDICE - INVESTIMENTO N | BRESGUCTF007 | 26.67 | - | - | |
| TREND ETF MSCI EAFE ESG FDO DE INVESTIMENTO DE ÃNDICE - INVESTIMENTO | BRESGDCTF003 | 13.29 | - | - | |
| iShares ESG Aware MSCI USA ETF | - | 9.21 | - | - | |
| SECRETARIA TESOURO NACIONAL 01/09/25 | BRSTNCLF1RD2 | 7.31 | - | - | |
| iShares ESG Aware MSCI EAFE ETF | - | 4.67 | - | - | |
| TREND ETF MSCI EMERGING MARKETS ESG FDO DE INVESTIMENTO DE ÃNDICE - I | BRESGECTF001 | 4.60 | - | - | |
| iShares ESG Aware MSCI EM ETF | - | 1.37 | - | - | |
| SECRETARIA TESOURO NACIONAL 01/09/24 | BRSTNCLF0008 | 0.54 | - | - | |
| 999 X 999 | - | 0.12 | - | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| BR02WNCTF003 | 696.47M | -2.39 | 17.69 | - | ||
| XP CREDITO ESTRUTURADO 360 FI EM C | 637.66M | 7.20 | 14.06 | - | ||
| BR00BBCTF006 | 470.5M | 3.51 | 17.46 | - | ||
| TREND INFLACAO FUNDO DE INVESTIME | 215.27M | 2.66 | 9.53 | - | ||
| BR03JCCTF001 | 397.3M | 3.21 | 18.60 | - |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review