TFIPS

Towarzystwo Funduszy Inwestycyjnych PZU SA Portfolio holdings

AUM $422M
1-Year Est. Return 29.94%
This Quarter Est. Return
1 Year Est. Return
+29.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$293M
AUM Growth
-$9.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$6.63M
2
+$4.29M
3
+$4.03M
4
AXON icon
Axon Enterprise
AXON
+$3.47M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.67M

Top Sells

1
+$11M
2
+$2.73M
3
+$2.39M
4
TSLA icon
Tesla
TSLA
+$1.4M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.18M

Sector Composition

1 Technology 41.9%
2 Healthcare 16.43%
3 Consumer Discretionary 12.72%
4 Industrials 7.88%
5 Communication Services 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$89.4K 0.03%
384
-110
252
$89.3K 0.03%
1,860
253
$88.9K 0.03%
4,890
+690
254
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530
-20
255
$87.8K 0.03%
3,000
+700
256
$87.7K 0.03%
600
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257
$87.6K 0.03%
620
-10
258
$87.6K 0.03%
6,090
+90
259
$87.4K 0.03%
330
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260
$86.5K 0.03%
2,528
261
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500
262
$86K 0.03%
900
263
$84.8K 0.03%
+600
264
$84.3K 0.03%
275
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265
$84.3K 0.03%
470
266
$83.1K 0.03%
2,800
267
$83K 0.03%
60
268
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269
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270
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205
271
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810
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272
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273
$81.5K 0.03%
510
274
$81.5K 0.03%
870
275
$79.7K 0.03%
950
+200
9 10
11
12 13