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
451
$40.7K 0.01%
65
452
$40.3K 0.01%
480
453
$40.2K 0.01%
690
454
$40.2K 0.01%
109
455
$40.1K 0.01%
220
456
$39.8K 0.01%
270
+150
457
$39.6K 0.01%
270
458
$39.3K 0.01%
70
+30
459
$38.7K 0.01%
800
-300
460
$38.7K 0.01%
1,365
+100
461
$38.3K 0.01%
570
462
$38.3K 0.01%
510
463
$38.1K 0.01%
300
464
$37.9K 0.01%
220
465
$37.8K 0.01%
1,800
466
$37.8K 0.01%
2,450
+1,750
467
$37.8K 0.01%
558
468
$37.8K 0.01%
32
469
$37.7K 0.01%
2,650
470
$37.6K 0.01%
155
+85
471
$37.5K 0.01%
270
+120
472
$37.2K 0.01%
232
473
$36.6K 0.01%
1,070
+240
474
$36.1K 0.01%
500
475
$35.9K 0.01%
75
17 18
19
20 21