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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
BKSY icon
101
BlackSky Technology
BKSY
$1.17B
$6.29K ﹤0.01%
250
– –
BP icon
102
BP
BP
$110B
$5.99K ﹤0.01%
1,029
– –
NVO
103
Novo Nordisk
NVO
$211B
$5.55K ﹤0.01%
+151
New +$7.16K
LYG icon
104
Lloyds Banking Group
LYG
$89B
$5.35K ﹤0.01%
+1,064
New +$5.84K
BTC
105
Grayscale Bitcoin Mini Trust ETF
BTC
$3.39B
$5.16K ﹤0.01%
172
– –
UNP icon
106
Union Pacific
UNP
$174B
$5.09K ﹤0.01%
+21
New +$5.14K
SPYD icon
107
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.68B
$4.88K ﹤0.01%
1,375
– –
EH
108
EHang Holdings
EH
$432M
$4.87K ﹤0.01%
501
– –
INTR icon
109
Inter&Co
INTR
$2.36B
$4.68K ﹤0.01%
+588
New +$5.1K
CSX icon
110
CSX Corp
CSX
$92.8B
$4.56K ﹤0.01%
+111
New +$4.35K
BLK icon
111
Blackrock
BLK
$175B
$3.85K ﹤0.01%
+4
New +$4.21K
BAND
112
Bandwidth Inc
BAND
$1.7B
$2.89K ﹤0.01%
162
– –
PBR icon
113
Petrobras
PBR
$118B
$1.36K ﹤0.01%
+15
New +$240
PTON icon
114
Peloton Interactive
PTON
$2.42B
$472 ﹤0.01%
110
– –
AFYA icon
115
Afya
AFYA
$1.23B
$274 ﹤0.01%
214
– –
CRM icon
116
Salesforce
CRM
$162B
$1 ﹤0.01%
2,420
– –
AMD icon
117
Advanced Micro Devices
AMD
$767B
– –
-26
Closed -$9.1K
ARDC
118
Are Dynamic Credit Allocation Fund
ARDC
$299M
– –
-1,332
Closed -$17.7K
BHK icon
119
BlackRock Core Bond Trust
BHK
$664M
– –
-2,730
Closed -$26.2K
BTZ icon
120
BlackRock Credit Allocation Income Trust
BTZ
$958M
– –
-1,633
Closed -$17.7K
BUD icon
121
AB InBev
BUD
$164B
– –
-3,820
Closed -$45.3K
BUG icon
122
Global X Cybersecurity ETF
BUG
$1.51B
– –
-5,393
Closed -$164K
CCJ icon
123
Cameco
CCJ
$42.4B
– –
-5,457
Closed -$499K
DIA icon
124
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.4B
– –
-81
Closed -$8.39K
ECH icon
125
iShares MSCI Chile ETF
ECH
$1.05B
– –
-1,890
Closed -$76.4K
3 4
5
6 7

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.