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
551
$22.8K 0.01%
860
552
$22.7K 0.01%
100
553
$22.6K 0.01%
250
554
$22.5K 0.01%
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555
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+250
556
$22.4K 0.01%
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557
$22.2K 0.01%
121
558
$22.1K 0.01%
500
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559
$21.8K 0.01%
170
560
$21.7K 0.01%
+300
561
$21.6K 0.01%
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562
$21.6K 0.01%
210
563
$21.5K 0.01%
+1,100
564
$21.3K 0.01%
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565
$21K 0.01%
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566
$21K 0.01%
+220
567
$20.8K 0.01%
510
568
$20.4K 0.01%
60
569
$19.9K 0.01%
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570
$19.9K 0.01%
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$19.7K 0.01%
200
572
$19.7K 0.01%
3,500
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573
$19.5K 0.01%
4,000
-32,700
574
$19.5K 0.01%
2,050
575
$19.5K 0.01%
280
21 22
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