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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 14.120 | 16.990 | 2.870 |
Bonds | 47.390 | 48.790 | 1.400 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.070 | 0.150 | 0.080 |
Other | 41.350 | 45.750 | 4.400 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 9.994 | 10.258 |
Price to Book | 1.323 | 1.446 |
Price to Sales | 0.740 | 0.933 |
Price to Cash Flow | 5.435 | 5.132 |
Dividend Yield | 3.448 | 5.653 |
5 Years Earnings Growth | 12.106 | 14.502 |
Name | Net % | Category Average |
---|---|---|
Utilities | 18.430 | 17.899 |
Industrials | 17.310 | 16.717 |
Consumer Cyclical | 14.830 | 15.620 |
Financial Services | 14.170 | 18.836 |
Energy | 7.320 | 6.987 |
Technology | 6.740 | 1.088 |
Basic Materials | 5.560 | 13.291 |
Consumer Defensive | 4.770 | 7.874 |
Healthcare | 4.320 | 5.000 |
Real Estate | 3.930 | 1.473 |
Communication Services | 2.600 | 0.355 |
Number of long holdings: 48
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wright Crédito FIF FIM C Priv | - | 30.57 | - | - | |
Porto Seguro CJMZ FIC FIM | - | 19.56 | - | - | |
Itaú Soberano Simples FIC FI RF | - | 8.24 | - | - | |
Wright Multi FIM C Priv IE | - | 4.79 | - | - | |
Wright Imobiliário FIC FIM C Priv | - | 3.58 | - | - | |
Porto Seguro FI RF Ref DI C Priv | - | 2.36 | - | - | |
Atmos JCW FIC FIA | - | 2.35 | - | - | |
Wright Equity off FIM C Priv IE | - | 2.26 | - | - | |
SPECTRA IV LATAM FIP MULT IE | BR01D1CTF000 | 1.95 | - | - | |
Sharp Long Biased SW1 FIC FIA | - | 1.93 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
WRIGHT MULTI FUNDO DE INVESTIMENTO | 555.78M | 11.07 | 11.88 | - | ||
WRIGHT CREDITO FUNDO DE INVESTIMENT | 654.42M | 13.67 | 12.95 | - | ||
ASTORGA FUNDO DE INVESTIMENTO MULTI | 197.2M | 11.69 | 1.73 | - | ||
DINDA FUNDO DE INVESTIMENTO MULTIME | 148.38M | 5.69 | 0.38 | - | ||
FF FUNDO DE INVESTIMENTO MULTIMERCA | 152.86M | 12.01 | 9.75 | 15.24 |
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