T2I

Turim 21 Investimentos Portfolio holdings

AUM $259M
1-Year Est. Return 20.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$297M
AUM Growth
-$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$41.4M
2
+$12.1M
3
+$11.2M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$5.1M
5
PXD
Pioneer Natural Resource Co.
PXD
+$3.71M

Top Sells

1
+$138M
2
+$81.4M
3
+$28.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$25.3M
5
AMZN icon
Amazon
AMZN
+$23.4M

Sector Composition

1 Materials 11.44%
2 Technology 4.65%
3 Consumer Discretionary 2.24%
4 Communication Services 2.19%
5 Energy 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BTZ icon
76
BlackRock Credit Allocation Income Trust
BTZ
$970M
$20.3K 0.01%
+1,840
JPC icon
77
Nuveen Preferred & Income Opportunities Fund
JPC
$2.94B
$20.3K 0.01%
+2,479
ETY icon
78
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.26B
$20.3K 0.01%
+1,278
INTU icon
79
Intuit
INTU
$101B
$20.2K 0.01%
+22
TLH icon
80
iShares 10-20 Year Treasury Bond ETF
TLH
$11.9B
$20.2K 0.01%
+197
EVTR icon
81
Eaton Vance Total Return Bond ETF
EVTR
$5.1B
$20.1K 0.01%
+391
PFN
82
PIMCO Income Strategy Fund II
PFN
$689M
$20.1K 0.01%
+2,649
EVV
83
Eaton Vance Limited Duration Income Fund
EVV
$1.1B
$20.1K 0.01%
+1,976
ISD
84
PGIM High Yield Bond Fund
ISD
$439M
$19.9K 0.01%
+1,386
KNG icon
85
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.42B
$19.9K 0.01%
+403
ARDC
86
Are Dynamic Credit Allocation Fund
ARDC
$294M
$19.7K 0.01%
+1,403
MELI icon
87
Mercado Libre
MELI
$93.3B
$18.7K 0.01%
8
ACHR icon
88
Archer Aviation
ACHR
$4.25B
$18.6K 0.01%
1,944
UNH icon
89
UnitedHealth
UNH
$285B
$13.8K ﹤0.01%
+40
BP icon
90
BP
BP
$119B
$12.1K ﹤0.01%
+1,029
PANW icon
91
Palo Alto Networks
PANW
$131B
$12K ﹤0.01%
+59
VZ icon
92
Verizon
VZ
$190B
$11.1K ﹤0.01%
+253
NEE icon
93
NextEra Energy
NEE
$190B
$10.6K ﹤0.01%
+140
ETV
94
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.65B
$10.4K ﹤0.01%
+733
GJUL icon
95
FT Vest US Equity Moderate Buffer ETF July
GJUL
$393M
$10.3K ﹤0.01%
+253
QCJL
96
FT Vest Nasdaq-100 Conservative Buffer ETF - July
QCJL
$67.9M
$10.2K ﹤0.01%
+440
AMD icon
97
Advanced Micro Devices
AMD
$416B
$10.2K ﹤0.01%
+29
FXI icon
98
iShares China Large-Cap ETF
FXI
$6.11B
$10K ﹤0.01%
+62
META icon
99
Meta Platforms (Facebook)
META
$1.68T
$9.82K ﹤0.01%
+13
HYI
100
Western Asset High Yield Opportunity Fund Inc
HYI
$138M
$9.81K ﹤0.01%
+838
2 3
4
5 6