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Turim 21 Investimentos Portfolio holdings

AUM $613M
1-Year Est. Return 14.25%
This Fund
S&P 500
This Quarter Est. Return
+4.85%
1 Year Est. Return
+14.25%
3 Year Est. Return
+62.08%
5 Year Est. Return
+68.65%
10 Year Est. Return
–
AUM
$297M
AUM Growth
-$214M
Cap. Flow
-$286M
Cap. Flow %
-96.25%
Top 10 Hldgs %
85.25%
Holding
151
New
68
Increased
10
Reduced
18
Closed
34

Top Buys

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$41.4M
2
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$12.1M
3
CROX icon
Crocs
CROX
+$11.2M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$5.1M
5
PXD
Pioneer Natural Resource Co.
PXD
+$3.71M

Top Sells

Rank Stock Value
1
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$138M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$81.4M
3
MSFT icon
Microsoft
MSFT
+$28.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$25.3M
5
AMZN icon
Amazon
AMZN
+$23.4M

Sector Composition

Rank Sector Weight
1 Materials 11.44%
2 Technology 4.65%
3 Consumer Discretionary 2.24%
4 Communication Services 2.19%
5 Energy 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ETHE
26
Grayscale Ethereum Staking ETF Shares
ETHE
$1.52B
$857K 0.29%
+25,000
New +$809K
EL icon
27
Estee Lauder
EL
$31.5B
$792K 0.27%
+3,105
New +$276K
SW
28
Smurfit Westrock
SW
$25B
$656K 0.22%
10,916
+7,256
+198% +$328K
EEM icon
29
iShares MSCI Emerging Markets ETF
EEM
$29.8B
$627K 0.21%
11,733
-890
-7% -$44.7K
CCJ icon
30
Cameco
CCJ
$42.4B
$565K 0.19%
6,734
-4,457
-40% -$346K
GGAL icon
31
Galicia Financial Group
GGAL
$7.46B
$488K 0.16%
17,700
– –
BBD icon
32
Banco Bradesco
BBD
$36.3B
$484K 0.16%
+66,001
New +$199K
VTEX icon
33
VTEX
VTEX
$687M
$460K 0.15%
+2,227
New +$11.3K
SPMO icon
34
Invesco S&P 500 Momentum ETF
SPMO
$21.7B
$405K 0.14%
+3,345
New +$390K
IGV icon
35
iShares Expanded Tech-Software Sector ETF
IGV
$15.1B
$335K 0.11%
+46,100
New +$5.1M
NXE icon
36
NexGen Energy
NXE
$6.91B
$321K 0.11%
1,411
-121,804
-99% -$898K
ARKK icon
37
ARK Innovation ETF
ARKK
$6.37B
$279K 0.09%
3,235
– –
VSXY
38
Victoria's Secret
VSXY
$7.95B
$238K 0.08%
+676
New +$15.2K
OBDC icon
39
Blue Owl Capital
OBDC
$5.7B
$197K 0.07%
15,416
– –
BUG icon
40
Global X Cybersecurity ETF
BUG
$1.51B
$190K 0.06%
5,393
– –
TSLA icon
41
Tesla
TSLA
$1.31T
$179K 0.06%
403
+58
+17% +$20.1K
IOT icon
42
Samsara
IOT
$23.2B
$159K 0.05%
+4,277
New +$159K
VV icon
43
Vanguard Morningstar Large-Cap ETF
VV
$54.5B
$155K 0.05%
505
– –
SLV icon
44
iShares Silver Trust
SLV
$32B
$148K 0.05%
+3,500
New +$126K
GOOGL icon
45
Alphabet (Google) Class A
GOOGL
$4.37T
$107K 0.04%
442
+42
+11% +$8.8K
LIT icon
46
Global X Lithium & Battery Tech ETF
LIT
$1.6B
$100K 0.03%
1,764
– –
IEFA icon
47
iShares Core MSCI EAFE ETF
IEFA
$195B
$93.6K 0.03%
1,072
– –
IDEV icon
48
iShares Core MSCI International Developed Markets ETF
IDEV
$32.5B
$90.8K 0.03%
1,133
– –
PAM icon
49
Pampa Energía
PAM
$4.43B
$89.6K 0.03%
1,906
-9,010
-83% -$623K
HODL icon
50
VanEck Bitcoin Trust
HODL
$1.07B
$87.7K 0.03%
+2,708
New +$87.7K
1
2
3 4 5

Similar funds

MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return
PCA
Providence Capital Advisors Charlotte, North Carolina $613M AUM 17.83% 1-Year Est. Return
PSP
Principal Street Partners Memphis, Tennessee $613M AUM 26.72% 1-Year Est. Return
DTL
Dynamic Technology Lab Singapore $615M AUM 11.3% 1-Year Est. Return
1SAMC
12th Street Asset Management Company Nashville, Tennessee $611M AUM 27.12% 1-Year Est. Return
VV
Verbena Value Westport, Connecticut $611M AUM
FFWA
FRG Family Wealth Advisors Bellevue, Washington $611M AUM 25.92% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

Turim 21 Investimentos's Q3 2025 Portfolio in Review

As of Q3 2025, Turim 21 Investimentos held 151 positions worth $297M, down 42% from $511M the previous quarter. Its ten largest holdings account for 85% of the portfolio.

Turim 21 Investimentos withdrew a net $286M in Q3 2025, closing 34 positions and reducing 18 holdings. Its most notable exit was State Street SPDR S&P 500 ETF Trust, an estimated $81.4M position sold in full.

By sector, the portfolio is most concentrated in Materials at 11% of assets, up from 6% a quarter earlier, followed by Technology and Consumer Discretionary.

Against the trend, Turim 21 Investimentos opened a new position in Vanguard Morningstar Total Stock Market ETF worth $87.3M.

  • Turim 21 Investimentos's largest Q3 2025 buy was Vanguard Morningstar Total Stock Market ETF: 131,078 shares worth $87.3M.
  • Turim 21 Investimentos added most to KraneShares CSI China Internet ETF in Q3 2025, an estimated $1.04M increase.
  • Turim 21 Investimentos's biggest Q3 2025 reduction was iShares MSCI Brazil ETF, cutting an estimated $138M.
  • Turim 21 Investimentos fully exited State Street SPDR S&P 500 ETF Trust in Q3 2025, selling an estimated $81.4M.
  • Turim 21 Investimentos's ten largest holdings make up 85% of its $297M portfolio in Q3 2025.
  • Turim 21 Investimentos opened 68 new positions and closed 34 in Q3 2025.
  • Turim 21 Investimentos's portfolio value fell 42% quarter-over-quarter to $297M.

Based on Turim 21 Investimentos's 13F filing for Q3 2025, filed 14 Nov 2025.