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T2I

Turim 21 Investimentos Portfolio holdings

AUM $399M
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
-1.1%
1 Year Est. Return
+20.13%
3 Year Est. Return
+62.04%
5 Year Est. Return
+64.9%
10 Year Est. Return
–
AUM
$399M
AUM Growth
+$140M
Cap. Flow
+$115M
Cap. Flow %
28.92%
Top 10 Hldgs %
91.31%
Holding
163
New
48
Increased
14
Reduced
20
Closed
46

Top Buys

1
BMA icon
Banco Macro
BMA
+$44.9M
2
ISHG icon
iShares 1-3 Year International Treasury Bond ETF
ISHG
+$34.8M
3
VTI icon
Vanguard Total Stock Market ETF
VTI
+$24M
4
AMZN icon
Amazon
AMZN
+$22.3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$21.7M

Top Sells

1
EFA icon
iShares MSCI EAFE ETF
EFA
+$42.5M
2
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$15.3M
3
VALE icon
Vale
VALE
+$7.07M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$3.95M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$3.54M

Sector Composition

1 Materials 10.84%
2 Technology 8.33%
3 Consumer Discretionary 6.88%
4 Communication Services 5.81%
5 Financials 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IEF icon
26
iShares 7-10 Year Treasury Bond ETF
IEF
$46.9B
$575K 0.14%
6,026
+3,860
+178% +$371K
SGML icon
27
Sigma Lithium
SGML
$1.34B
$555K 0.14%
45,000
-10,000
-18% -$128K
IEMG icon
28
iShares Core MSCI Emerging Markets ETF
IEMG
$154B
$481K 0.12%
6,891
-211,429
-97% -$15.3M
EWZ icon
29
iShares MSCI Brazil ETF
EWZ
$9.31B
$433K 0.11%
11,273
-10,510
-48% -$384K
IVV icon
30
iShares Core S&P 500 ETF
IVV
$891B
$285K 0.07%
436
+116
+36% +$79.2K
ETHE
31
Grayscale Ethereum Staking ETF Shares
ETHE
$1.52B
$283K 0.07%
16,600
-3,650
-18% -$71.3K
VCIT icon
32
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.5B
$281K 0.07%
3,392
+2,871
+551% +$240K
IEI icon
33
iShares 3-7 Year Treasury Bond ETF
IEI
$18.2B
$276K 0.07%
2,335
+168
+8% +$20K
GDX icon
34
VanEck Gold Miners ETF
GDX
$22.8B
$256K 0.06%
+2,788
New +$275K
BITW
35
Bitwise 10 Crypto Index ETF
BITW
$622M
$226K 0.06%
5,062
-3,038
-38% -$154K
NVDA icon
36
NVIDIA
NVDA
$5.13T
$221K 0.06%
1,268
+749
+144% +$137K
HAL icon
37
Halliburton
HAL
$29.6B
$198K 0.05%
+5,068
New +$175K
SLB icon
38
SLB Ltd
SLB
$71.1B
$192K 0.05%
+3,731
New +$181K
GOOGL icon
39
Alphabet (Google) Class A
GOOGL
$4.39T
$171K 0.04%
593
+119
+25% +$37.4K
OBDC icon
40
Blue Owl Capital
OBDC
$5.45B
$171K 0.04%
15,416
– –
MUB icon
41
iShares National Muni Bond ETF
MUB
$45.7B
$161K 0.04%
+1,514
New +$163K
VV icon
42
Vanguard Large-Cap ETF
VV
$52.8B
$151K 0.04%
505
– –
NXE icon
43
NexGen Energy
NXE
$6.2B
$111K 0.03%
+579
New +$6.91K
DMRC icon
44
Digimarc Corp
DMRC
$150M
$98.6K 0.02%
20,087
-39,672
-66% -$220K
IDEV icon
45
iShares Core MSCI International Developed Markets ETF
IDEV
$30.9B
$94.7K 0.02%
1,133
– –
SHEL icon
46
Shell
SHEL
$234B
$90.2K 0.02%
2,940
– –
IVE icon
47
iShares S&P 500 Value ETF
IVE
$48.5B
$70.9K 0.02%
929
-277
-23% -$60K
CPER icon
48
United States Copper Index Fund
CPER
$746M
$64.9K 0.02%
+1,884
New +$67.3K
JPM icon
49
JPMorgan Chase
JPM
$919B
$61.8K 0.02%
+210
New +$63.7K
HODL icon
50
VanEck Bitcoin Trust
HODL
$1.08B
$51.9K 0.01%
2,708
– –
1
2
3 4 5

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FI
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FFG
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IAA
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PNFS
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BA
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THL
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LWPC
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