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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
+10.36%
1 Year Est. Return
+20.13%
3 Year Est. Return
+62.04%
5 Year Est. Return
+64.9%
10 Year Est. Return
–
AUM
$511M
AUM Growth
+$139M
Cap. Flow
+$99M
Cap. Flow %
19.37%
Top 10 Hldgs %
89.62%
Holding
90
New
9
Increased
11
Reduced
10
Closed
7

Top Buys

Rank Stock Value
1
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$108M
2
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$14.8M
3
EFA icon
iShares MSCI EAFE ETF
EFA
+$10.8M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.31M
5
BMA icon
Banco Macro
BMA
+$717K

Top Sells

Rank Stock Value
1
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$18.4M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$16.4M
3
GLD icon
SPDR Gold Trust
GLD
+$4.57M
4
MSTR icon
Strategy Inc
MSTR
+$3.17M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$386K

Sector Composition

Rank Sector Weight
1 Technology 8.2%
2 Materials 5.97%
3 Consumer Discretionary 5.39%
4 Communication Services 5.23%
5 Financials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BMA icon
26
Banco Macro
BMA
$5.35B
$609K 0.12%
+8,675
New +$717K
EEM icon
27
iShares MSCI Emerging Markets ETF
EEM
$30B
$609K 0.12%
12,623
+11,733
+1,318% +$528K
XLE icon
28
State Street Energy Select Sector SPDR ETF
XLE
$37.6B
$510K 0.1%
12,038
+11,238
+1,405% +$468K
TGS icon
29
Transportadora de Gas del Sur
TGS
$4.33B
$464K 0.09%
+17,903
New +$491K
IVE icon
30
iShares S&P 500 Value ETF
IVE
$49.8B
$435K 0.09%
2,227
– –
AVGO icon
31
Broadcom
AVGO
$2.04T
$259K 0.05%
940
– –
KWEB icon
32
KraneShares CSI China Internet ETF
KWEB
$5.67B
$259K 0.05%
7,541
-5,915
-44% -$196K
ARKK icon
33
ARK Innovation ETF
ARKK
$6.29B
$227K 0.04%
3,235
– –
SUPV
34
Grupo Supervielle
SUPV
$753M
$224K 0.04%
+21,153
New +$287K
OBDC icon
35
Blue Owl Capital
OBDC
$5.74B
$221K 0.04%
15,416
– –
BUG icon
36
Global X Cybersecurity ETF
BUG
$1.46B
$200K 0.04%
5,393
– –
SW
37
Smurfit Westrock
SW
$25.3B
$158K 0.03%
+3,660
New +$157K
VV icon
38
Vanguard Morningstar Large-Cap ETF
VV
$54.5B
$144K 0.03%
505
– –
TSLA icon
39
Tesla
TSLA
$1.3T
$110K 0.02%
345
– –
PG icon
40
Procter & Gamble
PG
$339B
$107K 0.02%
670
– –
MRK icon
41
Merck
MRK
$318B
$95K 0.02%
1,200
– –
IEFA icon
42
iShares Core MSCI EAFE ETF
IEFA
$196B
$89.5K 0.02%
1,072
+608
+131% +$48.3K
IDEV icon
43
iShares Core MSCI International Developed Markets ETF
IDEV
$32.6B
$86.2K 0.02%
1,133
– –
V icon
44
Visa
V
$677B
$85.2K 0.02%
240
– –
GOOGL icon
45
Alphabet (Google) Class A
GOOGL
$4.33T
$70.5K 0.01%
400
– –
LIT icon
46
Global X Lithium & Battery Tech ETF
LIT
$1.59B
$67.7K 0.01%
1,764
-1,118
-39% -$41.3K
JNJ icon
47
Johnson & Johnson
JNJ
$625B
$64.9K 0.01%
425
– –
URNM icon
48
Sprott Uranium Miners ETF
URNM
$2B
$64.8K 0.01%
+1,352
New +$51.3K
ECH icon
49
iShares MSCI Chile ETF
ECH
$1.06B
$59.4K 0.01%
1,890
– –
COPX icon
50
Global X Copper Miners ETF NEW
COPX
$8.2B
$54.3K 0.01%
1,206
– –
1
2
3 4

Similar funds

FI
Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
KHCM
Kettle Hill Capital Management New York $399M AUM 10.05% 1-Year Est. Return
VC
Vision Capital Toronto, Ontario, Canada $397M AUM 0.8% 1-Year Est. Return
TPWA
Twin Peaks Wealth Advisors Burlingame, California $397M AUM 23.23% 1-Year Est. Return
LCG
Lisanti Capital Growth New York $397M AUM 178.66% 1-Year Est. Return
BLC
Brown, Lisle/Cummings Providence, Rhode Island $400M AUM 18.79% 1-Year Est. Return

Turim 21 Investimentos's Q2 2025 Portfolio in Review

As of Q2 2025, Turim 21 Investimentos held 90 positions worth $511M, up 37% from $372M the previous quarter. Its ten largest holdings account for 90% of the portfolio.

Turim 21 Investimentos deployed $99M of net new capital in Q2 2025, opening 9 new positions and adding to 11 existing holdings. Its largest new stake was iShares 0-3 Month Treasury Bond ETF: 147,337 shares worth $14.8M.

By sector, the portfolio is most concentrated in Technology at 8.2% of assets, down from 9.6% a quarter earlier, followed by Materials and Consumer Discretionary.

On the sell side, the largest reduction was Invesco S&P 500 Equal Weight ETF, an estimated $18.4M trimmed.

  • Turim 21 Investimentos's largest Q2 2025 buy was iShares 0-3 Month Treasury Bond ETF: 147,337 shares worth $14.8M.
  • Turim 21 Investimentos added most to iShares MSCI Brazil ETF in Q2 2025, an estimated $108M increase.
  • Turim 21 Investimentos's biggest Q2 2025 reduction was Invesco S&P 500 Equal Weight ETF, cutting an estimated $18.4M.
  • Turim 21 Investimentos fully exited SPDR Gold Trust in Q2 2025, selling an estimated $4.57M.
  • Turim 21 Investimentos's ten largest holdings make up 90% of its $511M portfolio in Q2 2025.
  • Turim 21 Investimentos opened 9 new positions and closed 7 in Q2 2025.
  • Turim 21 Investimentos's portfolio value rose 37% quarter-over-quarter to $511M.

Based on Turim 21 Investimentos's 13F filing for Q2 2025, filed 14 Aug 2025.