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
501
$30K 0.01%
544
+279
502
$29.5K 0.01%
+200
503
$29.5K 0.01%
270
504
$29.2K 0.01%
1,300
505
$29.1K 0.01%
680
506
$29.1K 0.01%
170
507
$29K 0.01%
4
+2
508
$28.9K 0.01%
100
509
$28.8K 0.01%
900
510
$28.7K 0.01%
500
511
$28.6K 0.01%
300
512
$28.4K 0.01%
4,000
513
$28.3K 0.01%
50
514
$28.3K 0.01%
100
+70
515
$28.1K 0.01%
+700
516
$28K 0.01%
+15
517
$27.8K 0.01%
+370
518
$27.8K 0.01%
105
519
$27.7K 0.01%
340
520
$27.6K 0.01%
2,650
+2,000
521
$27.5K 0.01%
+250
522
$27.2K 0.01%
+270
523
$27.2K 0.01%
+750
524
$27.2K 0.01%
+120
525
$26.5K 0.01%
+640
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