T2I

Turim 21 Investimentos Portfolio holdings

AUM $399M
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$259M
AUM Growth
-$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.66M
3
+$1.42M
4
BITW
Bitwise 10 Crypto Index ETF
BITW
+$483K
5
SGML icon
Sigma Lithium
SGML
+$474K

Top Sells

1
+$31.7M
2
+$8.79M
3
+$3.69M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.68M
5
MSFT icon
Microsoft
MSFT
+$1.31M

Sector Composition

1 Materials 16.03%
2 Technology 4.87%
3 Consumer Discretionary 2.51%
4 Financials 1.92%
5 Communication Services 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JPC icon
76
Nuveen Preferred & Income Opportunities Fund
JPC
$2.95B
$18K 0.01%
2,215
-264
PFN
77
PIMCO Income Strategy Fund II
PFN
$688M
$17.9K 0.01%
2,390
-259
EVV
78
Eaton Vance Limited Duration Income Fund
EVV
$1.09B
$17.8K 0.01%
1,799
-177
TLH icon
79
iShares 10-20 Year Treasury Bond ETF
TLH
$12.3B
$17.8K 0.01%
175
-22
ERC
80
Allspring Multi-Sector Income Fund
ERC
$258M
$17.8K 0.01%
1,911
-216
ARDC
81
Are Dynamic Credit Allocation Fund
ARDC
$307M
$17.7K 0.01%
1,332
-71
BTZ icon
82
BlackRock Credit Allocation Income Trust
BTZ
$954M
$17.7K 0.01%
1,633
-207
ETY icon
83
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.39B
$17.7K 0.01%
1,151
-127
AVGO icon
84
Broadcom
AVGO
$2.12T
$17.7K 0.01%
+51
META icon
85
Meta Platforms (Facebook)
META
$1.61T
$16.5K 0.01%
25
+12
MELI icon
86
Mercado Libre
MELI
$86B
$16.1K 0.01%
8
NVNI
87
Nvni Group
NVNI
$13.4M
$14.8K 0.01%
5,587
ACHR icon
88
Archer Aviation
ACHR
$5.2B
$14.6K 0.01%
1,944
INTU icon
89
Intuit
INTU
$90.7B
$14.6K 0.01%
95
+73
NFLX icon
90
Netflix
NFLX
$362B
$13.1K 0.01%
+140
XOM icon
91
Exxon Mobil
XOM
$602B
$9.75K ﹤0.01%
+81
VZ icon
92
Verizon
VZ
$200B
$9.45K ﹤0.01%
232
-21
ETV
93
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.74B
$9.33K ﹤0.01%
650
-83
AMD icon
94
Advanced Micro Devices
AMD
$842B
$9.1K ﹤0.01%
26
-3
FXI icon
95
iShares China Large-Cap ETF
FXI
$5.76B
$8.57K ﹤0.01%
40
-22
NEE icon
96
NextEra Energy
NEE
$181B
$8.51K ﹤0.01%
106
-34
DIA icon
97
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.2B
$8.39K ﹤0.01%
+81
UNH icon
98
UnitedHealth
UNH
$345B
$7.92K ﹤0.01%
24
-16
PANW icon
99
Palo Alto Networks
PANW
$228B
$7.92K ﹤0.01%
43
-16
BP icon
100
BP
BP
$108B
$7.57K ﹤0.01%
1,029
2 3
4
5 6