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
576
$19.2K 0.01%
1,020
577
$19K 0.01%
470
+7
578
$18.3K 0.01%
50
579
$18.1K 0.01%
700
580
$17.9K 0.01%
300
581
$17.8K 0.01%
100
582
$17.8K 0.01%
70
-70
583
$17.7K 0.01%
2,500
+1,950
584
$17.7K 0.01%
240
585
$17.7K 0.01%
120
586
$17.5K 0.01%
330
587
$17.4K 0.01%
110
588
$17.3K 0.01%
1,545
589
$16.9K 0.01%
160
590
$16.9K 0.01%
400
591
$16.8K 0.01%
85
592
$16.8K 0.01%
+1,100
593
$16.7K 0.01%
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$16.6K 0.01%
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595
$16.5K 0.01%
50
596
$16.2K 0.01%
400
597
$16K 0.01%
210
598
$15.7K 0.01%
70
599
$15.6K 0.01%
+330
600
$15.5K 0.01%
360