T2I
Turim 21 Investimentos Portfolio holdings
AUM
$511M
1-Year Return
16.65%
This Quarter Return
+4%
1 Year Return
+16.65%
3 Year Return
+69.92%
5 Year Return
+112.96%
10 Year Return
–
AUM
$98.9M
AUM Growth
-$84.2M
(-46%)
Cap. Flow
-$92.8M
Cap. Flow
% of AUM
-93.89%
Top 10 Holdings %
Top 10 Hldgs %
87.72%
Holding
78
New
5
Increased
9
Reduced
6
Closed
13
Top Buys
| 1 |
Microsoft
MSFT
|
$1.69M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$1.58M |
| 3 |
NVIDIA
NVDA
|
$1.25M |
| 4 |
Visa
V
|
$898K |
| 5 |
Amazon
AMZN
|
$895K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$62.1M |
| 2 |
Invesco QQQ Trust
QQQ
|
$27.9M |
| 3 |
Blackrock
BLK
|
$5.69M |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$4.02M |
| 5 |
HPX
HPX Corp.
HPX
|
$968K |
Sector Composition
| 1 | Materials | 50.04% |
| 2 | Financials | 8.84% |
| 3 | Technology | 8.13% |
| 4 | Communication Services | 5.31% |
| 5 | Consumer Discretionary | 4.5% |
