T2I

Turim 21 Investimentos Portfolio holdings

AUM $297M
1-Year Est. Return 15.98%
This Quarter Est. Return
1 Year Est. Return
+15.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
+$1.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$25M
2
+$16.3M
3
+$15.5M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.25M
5
PXD
Pioneer Natural Resource Co.
PXD
+$622K

Top Sells

1
+$29.4M
2
+$11.3M
3
+$1.92M
4
RTX icon
RTX Corp
RTX
+$1.74M
5
LMT icon
Lockheed Martin
LMT
+$1.73M

Sector Composition

1 Financials 3.18%
2 Consumer Discretionary 2.75%
3 Communication Services 1.92%
4 Energy 1.69%
5 Technology 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$122K 0.1%
3,235
-568
27
$105K 0.09%
8,500
+2,312
28
$103K 0.09%
1,200
29
$102K 0.09%
8,380
-7,350
30
$93K 0.08%
+1,870
31
$84K 0.07%
878
-762
32
$83K 0.07%
505
33
$81K 0.07%
+563
34
$69K 0.06%
425
35
$69K 0.06%
244
36
$69K 0.06%
100
37
$57K 0.05%
15,418
+12,418
38
$55K 0.05%
1,133
39
$55K 0.05%
+4,147
40
$54K 0.05%
1,230
-10,286
41
$53K 0.05%
+707
42
$52K 0.04%
+392
43
$52K 0.04%
224
-298
44
$51K 0.04%
1,700
-2,291
45
$51K 0.04%
1,657
46
$50K 0.04%
+3,720
47
$45K 0.04%
375
-2,355
48
$44K 0.04%
+270
49
$44K 0.04%
+1,352
50
$43K 0.04%
240
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