T2I
Turim 21 Investimentos Portfolio holdings
AUM
$372M
This Quarter Return
+4.93%
1 Year Return
+8.69%
3 Year Return
+33.71%
5 Year Return
+159.79%
10 Year Return
–
AUM
$197M
AUM Growth
+$197M
(+100%)
Cap. Flow
+$101M
Cap. Flow
% of AUM
51.28%
Top 10 Holdings %
Top 10 Hldgs %
86.27%
Holding
84
New
19
Increased
7
Reduced
8
Closed
7
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$46.5M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$24.5M |
| 3 |
Microsoft
MSFT
|
$14.7M |
| 4 |
ServiceNow
NOW
|
$2.39M |
| 5 |
Applied Materials
AMAT
|
$2.37M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$1.48M |
| 2 |
Visa
V
|
$946K |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
$873K |
| 4 |
Meta Platforms (Facebook)
META
|
$736K |
| 5 |
Netflix
NFLX
|
$629K |
Sector Composition
| 1 | Materials | 21.32% |
| 2 | Technology | 19% |
| 3 | Financials | 4.61% |
| 4 | Consumer Discretionary | 3.69% |
| 5 | Communication Services | 2.95% |
