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
526
$26.5K 0.01%
+220
527
$26.4K 0.01%
+80
528
$26K 0.01%
600
529
$26K 0.01%
460
530
$25.5K 0.01%
538
+6
531
$25.5K 0.01%
160
532
$25.4K 0.01%
380
533
$25.4K 0.01%
+150
534
$25.2K 0.01%
150
+100
535
$25.1K 0.01%
720
536
$25.1K 0.01%
+300
537
$24.6K 0.01%
290
538
$24.6K 0.01%
280
539
$24.6K 0.01%
220
540
$24.6K 0.01%
1,350
+1,300
541
$24.5K 0.01%
790
+520
542
$24.4K 0.01%
+70
543
$24.3K 0.01%
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544
$24.2K 0.01%
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545
$24.2K 0.01%
850
546
$24.1K 0.01%
700
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$23.5K 0.01%
430
548
$23.3K 0.01%
90
549
$22.9K 0.01%
440
550
$22.9K 0.01%
+550