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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
META icon
76
Meta Platforms (Facebook)
META
$1.52T
$20K 0.01%
35
+10
+40% +$6.41K
AXP icon
77
American Express
AXP
$229B
$19.1K ﹤0.01%
+63
New +$21.1K
JOBY icon
78
Joby Aviation
JOBY
$8.71B
$17K ﹤0.01%
2,057
– –
COPX icon
79
Global X Copper Miners ETF NEW
COPX
$8.34B
$16.9K ﹤0.01%
+182
New +$15.1K
BBD icon
80
Banco Bradesco
BBD
$36.3B
$16.6K ﹤0.01%
1,980
-64,021
-97% -$243K
SAN icon
81
Banco Santander
SAN
$210B
$16.1K ﹤0.01%
+1,699
New +$20.3K
AVGO icon
82
Broadcom
AVGO
$2.01T
$15.5K ﹤0.01%
50
-1
-2% -$329
BILL icon
83
BILL Holdings
BILL
$4.91B
$15K ﹤0.01%
392
– –
ISRG icon
84
Intuitive Surgical
ISRG
$139B
$14.8K ﹤0.01%
+32
New +$16.2K
FIG
85
Figma
FIG
$13.5B
$13.8K ﹤0.01%
653
– –
MRK icon
86
Merck
MRK
$323B
$13.7K ﹤0.01%
+114
New +$13.2K
IR icon
87
Ingersoll Rand
IR
$33.6B
$13.1K ﹤0.01%
+163
New +$14.4K
NFLX icon
88
Netflix
NFLX
$318B
$10.6K ﹤0.01%
110
-30
-21% -$2.64K
ACHR icon
89
Archer Aviation
ACHR
$4.78B
$10.1K ﹤0.01%
1,944
– –
BCS icon
90
Barclays
BCS
$94.2B
$9.99K ﹤0.01%
+472
New +$11.5K
FSLY icon
91
Fastly Inc
FSLY
$4.42B
$9.53K ﹤0.01%
328
– –
IHE icon
92
iShares US Pharmaceuticals ETF
IHE
$1.66B
$9.45K ﹤0.01%
+109
New +$9.54K
ORCL icon
93
Oracle
ORCL
$435B
$9.27K ﹤0.01%
+63
New +$10.2K
ABBV icon
94
AbbVie
ABBV
$438B
$8.48K ﹤0.01%
+39
New +$8.65K
HSBC icon
95
HSBC
HSBC
$355B
$7.59K ﹤0.01%
+92
New +$7.79K
SONY icon
96
Sony
SONY
$140B
$7.33K ﹤0.01%
+354
New +$7.93K
SAP icon
97
SAP
SAP
$241B
$7.02K ﹤0.01%
+41
New +$8.46K
AMBI
98
DELISTED
Ambipar Emergency Response
AMBI
$6.63K ﹤0.01%
128,800
– –
LLY icon
99
Eli Lilly
LLY
$1.1T
$6.44K ﹤0.01%
+7
New +$7.1K
NVNI
100
Nvni Group
NVNI
$11.9M
$6.42K ﹤0.01%
5,587
– –
2 3
4
5 6

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.