Portfolio
Aug 27, 2026- Stock94.98%
- Cash4.18%
- Preferred0.83%
Morningstar style box
Aug 27, 2026Current style: Large Value
Large
Mid
Small
56%
30%
1%
3%
4%
4%
0%
1%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 27, 2026Top 10 Holdings Weight: 54.2%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Vale SA | 11.25% | — | — | — | — | — | — |
2 Itau Unibanco Holding SA Participating Preferred | 8.58% | — | — | — | — | — | — |
3 Petroleo Brasileiro SA Petrobras Participating Preferred | 7.89% | — | — | — | — | — | — |
4 Petroleo Brasileiro SA Petrobras | 7.10% | — | — | — | — | — | — |
5 Franklin Instl U.S. Govt Mny Mkt Fund | 3.70% | — | — | — | — | — | — |
6 Bank Bradesco SA Participating Preferred | 3.55% | — | — | — | — | — | — |
7 B3 SA - Brasil Bolsa Balcao | 3.23% | — | — | — | — | — | — |
8 Itausa Investimentos ITAU SA Participating Preferred | 3.03% | — | — | — | — | — | — |
9 Weg SA | 3.02% | — | — | — | — | — | — |
10 Axia Energia | 2.83% | — | — | — | — | — | — |