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
351
$55.2K 0.02%
14,600
352
$55K 0.02%
940
353
$54.8K 0.02%
400
354
$54.8K 0.02%
630
+20
355
$54.5K 0.02%
200
356
$54.5K 0.02%
680
357
$54.3K 0.02%
95
-25
358
$54.1K 0.02%
3,500
359
$54K 0.02%
380
360
$54K 0.02%
300
361
$53.8K 0.02%
450
362
$53.8K 0.02%
1,630
363
$53.5K 0.02%
490
364
$53.5K 0.02%
600
+30
365
$53K 0.02%
1,550
366
$52.8K 0.02%
450
367
$52.8K 0.02%
2,200
368
$52.7K 0.02%
640
+190
369
$52.6K 0.02%
880
370
$52.6K 0.02%
560
+260
371
$52.5K 0.02%
125
+5
372
$52.4K 0.02%
1,400
373
$52.1K 0.02%
740
+260
374
$51.8K 0.02%
1,710
375
$51.8K 0.02%
2,000
13 14
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