We are live on ! Find out more
T2I

Turim 21 Investimentos Portfolio holdings

AUM $613M
1-Year Est. Return 14.25%
This Fund
S&P 500
This Quarter Est. Return
-1.1%
1 Year Est. Return
+14.25%
3 Year Est. Return
+62.08%
5 Year Est. Return
+68.65%
10 Year Est. Return
–
AUM
$399M
AUM Growth
+$140M
Cap. Flow
+$115M
Cap. Flow %
28.92%
Top 10 Hldgs %
91.31%
Holding
163
New
48
Increased
14
Reduced
20
Closed
46

Top Buys

Rank Stock Value
1
BMA icon
Banco Macro
BMA
+$44.9M
2
ISHG icon
iShares 1-3 Year International Treasury Bond ETF
ISHG
+$34.8M
3
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$24M
4
AMZN icon
Amazon
AMZN
+$22.3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$21.7M

Top Sells

Rank Stock Value
1
EFA icon
iShares MSCI EAFE ETF
EFA
+$42.5M
2
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$15.3M
3
VALE icon
Vale
VALE
+$7.07M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$3.95M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$3.54M

Sector Composition

Rank Sector Weight
1 Materials 10.84%
2 Technology 8.33%
3 Consumer Discretionary 6.88%
4 Communication Services 5.81%
5 Financials 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FBTC icon
51
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.9B
$51.8K 0.01%
877
– –
ARKB icon
52
ARK 21Shares Bitcoin ETF
ARKB
$2.44B
$51.7K 0.01%
2,301
– –
BITB icon
53
Bitwise Bitcoin ETF
BITB
$2.45B
$51.7K 0.01%
1,405
– –
EEM icon
54
iShares MSCI Emerging Markets ETF
EEM
$29.8B
$50.5K 0.01%
890
-11,733
-93% -$690K
XLE icon
55
State Street Energy Select Sector SPDR ETF
XLE
$39.3B
$49K 0.01%
800
– –
IEFA icon
56
iShares Core MSCI EAFE ETF
IEFA
$195B
$46.4K 0.01%
513
-559
-52% -$52.2K
CAT icon
57
Caterpillar
CAT
$385B
$46K 0.01%
+65
New +$45K
IGV icon
58
iShares Expanded Tech-Software Sector ETF
IGV
$15.1B
$44.5K 0.01%
6,100
-40,000
-87% -$3.54M
LHX icon
59
L3Harris
LHX
$54B
$40.7K 0.01%
+462
New +$161K
TSLA icon
60
Tesla
TSLA
$1.31T
$40.1K 0.01%
108
-294
-73% -$121K
COMT icon
61
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.23B
$38K 0.01%
+197
New +$5.64K
WMT icon
62
Walmart Inc
WMT
$897B
$36.8K 0.01%
+296
New +$36.3K
BND icon
63
Vanguard Total Bond Market
BND
$161B
$35.6K 0.01%
484
– –
SOXX icon
64
iShares Semiconductor ETF
SOXX
$44.8B
$35.2K 0.01%
2,450
– –
TSM icon
65
TSMC
TSM
$2.17T
$34.3K 0.01%
+26
New +$8.95K
MS icon
66
Morgan Stanley
MS
$338B
$31.9K 0.01%
+194
New +$33.6K
ETH
67
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.71B
$29.8K 0.01%
+1,500
New +$34K
BN icon
68
Brookfield
BN
$109B
$29.1K 0.01%
+620
New +$27.5K
GS icon
69
Goldman Sachs
GS
$301B
$24.5K 0.01%
+29
New +$25.9K
FCX icon
70
Freeport-McMoran
FCX
$98.7B
$24.1K 0.01%
+410
New +$24.8K
COST icon
71
Costco
COST
$423B
$23.9K 0.01%
+24
New +$23.4K
GSK icon
72
GSK
GSK
$104B
$22.3K 0.01%
+404
New +$21.9K
BAC icon
73
Bank of America
BAC
$447B
$21.8K 0.01%
+447
New +$23.1K
EUFN icon
74
iShares MSCI Europe Financials ETF
EUFN
$4.29B
$21.8K 0.01%
+329
New +$12K
HD icon
75
Home Depot
HD
$350B
$21.4K 0.01%
+65
New +$23.7K
1 2
3
4 5

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 Q1 2026 Portfolio in Review

As of Q1 2026, Turim 21 Investimentos held 163 positions worth $399M, up 54% from $259M the previous quarter. Its ten largest holdings account for 91% of the portfolio.

Turim 21 Investimentos deployed $115M of net new capital in Q1 2026, opening 48 new positions and adding to 14 existing holdings. Its largest new stake was Banco Macro: 528,547 shares worth $10.7M.

By sector, the portfolio is most concentrated in Materials at 11% of assets, down from 16% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was iShares Core MSCI Emerging Markets ETF, an estimated $15.3M trimmed.

  • Turim 21 Investimentos's largest Q1 2026 buy was Banco Macro: 528,547 shares worth $10.7M.
  • Turim 21 Investimentos added most to Vanguard Morningstar Total Stock Market ETF in Q1 2026, an estimated $24M increase.
  • Turim 21 Investimentos's biggest Q1 2026 reduction was iShares Core MSCI Emerging Markets ETF, cutting an estimated $15.3M.
  • Turim 21 Investimentos fully exited iShares MSCI EAFE ETF in Q1 2026, selling an estimated $42.5M.
  • Turim 21 Investimentos's ten largest holdings make up 91% of its $399M portfolio in Q1 2026.
  • Turim 21 Investimentos opened 48 new positions and closed 46 in Q1 2026.
  • Turim 21 Investimentos's portfolio value rose 54% quarter-over-quarter to $399M.

Based on Turim 21 Investimentos's 13F filing for Q1 2026, filed 15 May 2026.