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
51
$42K 0.04%
940
52
$39K 0.03%
+450
53
$39K 0.03%
521
54
$38K 0.03%
+400
55
$35K 0.03%
484
56
$35K 0.03%
396
-178
57
$34K 0.03%
1,206
58
$31K 0.03%
890
59
$31K 0.03%
1,630
+230
60
$30K 0.03%
1,346
61
$29K 0.02%
1,028
62
$29K 0.02%
350
+312
63
$27K 0.02%
470
64
$24K 0.02%
1,123
65
$21K 0.02%
470
66
$19K 0.02%
410
67
$17K 0.01%
345
68
$15K 0.01%
190
-1,442
69
$12K 0.01%
1,375
70
$11K 0.01%
+1,029
71
$10K 0.01%
1,100
72
$9K 0.01%
2,057
73
$9K 0.01%
596
74
$7K 0.01%
350
75
$6K 0.01%
230
1 2
3
4 5