T2I
Turim 21 Investimentos Portfolio holdings
AUM
$511M
1-Year Return
16.65%
This Quarter Return
+10.36%
1 Year Return
+16.65%
3 Year Return
+69.92%
5 Year Return
+112.96%
10 Year Return
–
AUM
$511M
AUM Growth
+$139M
(+37%)
Cap. Flow
+$105M
Cap. Flow
% of AUM
20.6%
Top 10 Holdings %
Top 10 Hldgs %
89.62%
Holding
90
New
9
Increased
11
Reduced
10
Closed
7
Top Buys
| 1 |
iShares MSCI Brazil ETF
EWZ
|
+$115M |
| 2 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$14.8M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$11.3M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$5.89M |
| 5 |
NVIDIA
NVDA
|
+$873K |
Top Sells
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$19.4M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$17.7M |
| 3 |
SPDR Gold Trust
GLD
|
+$4.57M |
| 4 |
Strategy Inc Common Stock Class A
MSTR
|
+$3.17M |
| 5 |
iShares MSCI China ETF
MCHI
|
+$386K |
Sector Composition
| 1 | Technology | 8.2% |
| 2 | Materials | 5.97% |
| 3 | Consumer Discretionary | 5.39% |
| 4 | Communication Services | 5.23% |
| 5 | Financials | 0.97% |
