We are live on ! Find out more
T2I

Turim 21 Investimentos Portfolio holdings

AUM $399M
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
-1.1%
1 Year Est. Return
+20.13%
3 Year Est. Return
+62.04%
5 Year Est. Return
+64.9%
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

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 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

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

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
EFA icon
126
iShares MSCI EAFE ETF
EFA
$77B
– –
-442,127
Closed -$42.5M
EMXC icon
127
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.4B
– –
-54,372
Closed -$3.95M
ERC
128
Allspring Multi-Sector Income Fund
ERC
$258M
– –
-1,911
Closed -$17.8K
ETV
129
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.77B
– –
-650
Closed -$9.33K
ETY icon
130
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.32B
– –
-1,151
Closed -$17.7K
EVV
131
Eaton Vance Limited Duration Income Fund
EVV
$1.08B
– –
-1,799
Closed -$17.8K
FTHI icon
132
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2.37B
– –
-763
Closed -$18K
FXI icon
133
iShares China Large-Cap ETF
FXI
$4.55B
– –
-40
Closed -$8.57K
ICLN icon
134
iShares Global Clean Energy ETF
ICLN
$2.57B
– –
-250
Closed -$4.11K
INTU icon
135
Intuit
INTU
$77.3B
– –
-95
Closed -$14.6K
ISD
136
PGIM High Yield Bond Fund
ISD
$424M
– –
-1,263
Closed -$18.3K
JAAA icon
137
Janus Henderson AAA CLO ETF
JAAA
$29B
– –
-716
Closed -$36.2K
JPC icon
138
Nuveen Preferred & Income Opportunities Fund
JPC
$2.96B
– –
-2,215
Closed -$18K
KNG icon
139
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.38B
– –
-368
Closed -$18.1K
LIT icon
140
Global X Lithium & Battery Tech ETF
LIT
$1.58B
– –
-1,764
Closed -$114K
LNG icon
141
Cheniere Energy
LNG
$55.5B
– –
-19
Closed -$4.03K
MELI icon
142
Mercado Libre
MELI
$95B
– –
-8
Closed -$16.1K
MSOS icon
143
AdvisorShares Pure US Cannabis ETF
MSOS
$952M
$0 ﹤0.01%
21,727
– –
NEE icon
144
NextEra Energy
NEE
$187B
– –
-106
Closed -$8.51K
NOBL icon
145
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
– –
-800
Closed -$41.6K
PANW icon
146
Palo Alto Networks
PANW
$288B
– –
-43
Closed -$7.92K
PFN
147
PIMCO Income Strategy Fund II
PFN
$700M
– –
-2,390
Closed -$17.9K
PG icon
148
Procter & Gamble
PG
$340B
– –
-1,334
Closed -$986
PSQ icon
149
ProShares Short QQQ
PSQ
$635M
– –
-13
Closed -$7.55K
PULS icon
150
PGIM Ultra Short Bond ETF
PULS
$17.6B
– –
-545
Closed -$27K
3 4 5
6
7

Similar funds

NC
NovaPoint Capital Atlanta, Georgia $399M AUM 26.97% 1-Year Est. Return
FI
Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $399M AUM 47.19% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return
PNFS
PW Nova Financial Services Newtown, Pennsylvania $399M AUM
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
THL
Tillman Hartley LLC Denver, Colorado $398M AUM 16.44% 1-Year Est. Return
LWPC
Legacy Wealth Partners (Colorado) Lakewood, Colorado $399M AUM