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
76
$5K ﹤0.01%
1,944
77
$5K ﹤0.01%
220
78
$5K ﹤0.01%
95
79
$4K ﹤0.01%
72
80
$3K ﹤0.01%
250
81
$3K ﹤0.01%
328
82
$2K ﹤0.01%
162
83
$2K ﹤0.01%
501
84
$1K ﹤0.01%
363
85
$1K ﹤0.01%
+304
86
$1K ﹤0.01%
110
87
$1K ﹤0.01%
152
88
– –
-13,546
89
– –
-317
90
– –
-496
91
– –
-7,063
92
– –
-4,028
93
– –
-5,288
94
– –
-576
95
– –
-107
96
– –
-1,340
97
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-1,170
98
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-7,576
99
– –
-233
100
– –
-465
1 2 3
4
5