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T2I

Turim 21 Investimentos Portfolio holdings

AUM $613M
1-Year Est. Return 14.25%
This Fund
S&P 500
This Quarter Est. Return
+10.36%
1 Year Est. Return
+14.25%
3 Year Est. Return
+62.08%
5 Year Est. Return
+68.65%
10 Year Est. Return
–
AUM
$511M
AUM Growth
+$139M
Cap. Flow
+$99M
Cap. Flow %
19.37%
Top 10 Hldgs %
89.62%
Holding
90
New
9
Increased
11
Reduced
10
Closed
7

Top Buys

Rank Stock Value
1
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$108M
2
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$14.8M
3
EFA icon
iShares MSCI EAFE ETF
EFA
+$10.8M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.31M
5
BMA icon
Banco Macro
BMA
+$717K

Top Sells

Rank Stock Value
1
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$18.4M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$16.4M
3
GLD icon
SPDR Gold Trust
GLD
+$4.57M
4
MSTR icon
Strategy Inc
MSTR
+$3.17M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$386K

Sector Composition

Rank Sector Weight
1 Technology 8.2%
2 Materials 5.97%
3 Consumer Discretionary 5.39%
4 Communication Services 5.23%
5 Financials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
REGN icon
51
Regeneron Pharmaceuticals
REGN
$83.2B
$52.5K 0.01%
100
– –
XLV icon
52
State Street Health Care Select Sector SPDR ETF
XLV
$44B
$50.5K 0.01%
375
– –
PBR icon
53
Petrobras
PBR
$118B
$47.8K 0.01%
+3,820
New +$45.8K
VCIT icon
54
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.5B
$43.2K 0.01%
521
– –
TMO icon
55
Thermo Fisher Scientific
TMO
$222B
$38.5K 0.01%
95
– –
RIVN icon
56
Rivian
RIVN
$23.7B
$36.5K 0.01%
+2,657
New +$36K
BND icon
57
Vanguard Total Bond Market
BND
$161B
$35.6K 0.01%
484
– –
CTVA icon
58
Corteva
CTVA
$51B
$35K 0.01%
470
– –
NU icon
59
Nu Holdings
NU
$67B
$33.6K 0.01%
2,450
– –
PFE icon
60
Pfizer
PFE
$154B
$29.8K 0.01%
1,230
– –
LASE icon
61
Laser Photonics
LASE
$60.2M
$26.3K 0.01%
9,780
– –
TTE icon
62
TotalEnergies
TTE
$195B
$25.2K ﹤0.01%
410
– –
SHEL icon
63
Shell
SHEL
$249B
$24.3K ﹤0.01%
345
– –
JOBY icon
64
Joby Aviation
JOBY
$8.71B
$21.7K ﹤0.01%
2,057
– –
BABA icon
65
Alibaba
BABA
$317B
$21.5K ﹤0.01%
190
– –
ACHR icon
66
Archer Aviation
ACHR
$4.78B
$21.1K ﹤0.01%
1,944
– –
MELI icon
67
Mercado Libre
MELI
$92.5B
$20.9K ﹤0.01%
8
– –
KVYO icon
68
Klaviyo
KVYO
$5.09B
$18.2K ﹤0.01%
+543
New +$17.2K
STNE icon
69
StoneCo
STNE
$2.52B
$17.6K ﹤0.01%
1,100
– –
ACLX
70
DELISTED
Arcellx
ACLX
$11.8K ﹤0.01%
179
– –
NVNI
71
Nvni Group
NVNI
$11.9M
$11K ﹤0.01%
3,702
– –
EH
72
EHang Holdings
EH
$432M
$8.7K ﹤0.01%
501
– –
XYZ
73
Block Inc
XYZ
$47.5B
$8.26K ﹤0.01%
95
– –
BKSY icon
74
BlackSky Technology
BKSY
$1.17B
$5.14K ﹤0.01%
250
– –
MSOS icon
75
AdvisorShares Pure US Cannabis ETF
MSOS
$884M
$3.31K ﹤0.01%
1,375
– –
1 2
3
4

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 Q2 2025 Portfolio in Review

As of Q2 2025, Turim 21 Investimentos held 90 positions worth $511M, up 37% from $372M the previous quarter. Its ten largest holdings account for 90% of the portfolio.

Turim 21 Investimentos deployed $99M of net new capital in Q2 2025, opening 9 new positions and adding to 11 existing holdings. Its largest new stake was iShares 0-3 Month Treasury Bond ETF: 147,337 shares worth $14.8M.

By sector, the portfolio is most concentrated in Technology at 8.2% of assets, down from 9.6% a quarter earlier, followed by Materials and Consumer Discretionary.

On the sell side, the largest reduction was Invesco S&P 500 Equal Weight ETF, an estimated $18.4M trimmed.

  • Turim 21 Investimentos's largest Q2 2025 buy was iShares 0-3 Month Treasury Bond ETF: 147,337 shares worth $14.8M.
  • Turim 21 Investimentos added most to iShares MSCI Brazil ETF in Q2 2025, an estimated $108M increase.
  • Turim 21 Investimentos's biggest Q2 2025 reduction was Invesco S&P 500 Equal Weight ETF, cutting an estimated $18.4M.
  • Turim 21 Investimentos fully exited SPDR Gold Trust in Q2 2025, selling an estimated $4.57M.
  • Turim 21 Investimentos's ten largest holdings make up 90% of its $511M portfolio in Q2 2025.
  • Turim 21 Investimentos opened 9 new positions and closed 7 in Q2 2025.
  • Turim 21 Investimentos's portfolio value rose 37% quarter-over-quarter to $511M.

Based on Turim 21 Investimentos's 13F filing for Q2 2025, filed 14 Aug 2025.