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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
EFA icon
126
iShares MSCI EAFE ETF
EFA
$79.8B
– –
-442,127
Closed -$42.5M
EMXC icon
127
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.8B
– –
-54,372
Closed -$3.95M
ERC
128
Allspring Multi-Sector Income Fund
ERC
$261M
– –
-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
$2.34B
– –
-1,151
Closed -$17.7K
EVV
131
Eaton Vance Limited Duration Income Fund
EVV
$1.07B
– –
-1,799
Closed -$17.8K
FTHI icon
132
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2.45B
– –
-763
Closed -$18K
FXI icon
133
iShares China Large-Cap ETF
FXI
$4.35B
– –
-40
Closed -$8.57K
ICLN icon
134
iShares Global Clean Energy ETF
ICLN
$2.08B
– –
-250
Closed -$4.11K
INTU icon
135
Intuit
INTU
$91.5B
– –
-95
Closed -$14.6K
ISD
136
PGIM High Yield Bond Fund
ISD
$419M
– –
-1,263
Closed -$18.3K
JAAA icon
137
Janus Henderson AAA CLO ETF
JAAA
$29.8B
– –
-716
Closed -$36.2K
JPC icon
138
Nuveen Preferred & Income Opportunities Fund
JPC
$2.93B
– –
-2,215
Closed -$18K
KNG icon
139
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.47B
– –
-368
Closed -$18.1K
LIT icon
140
Global X Lithium & Battery Tech ETF
LIT
$1.6B
– –
-1,764
Closed -$114K
LNG icon
141
Cheniere Energy
LNG
$54.9B
– –
-19
Closed -$4.03K
MELI icon
142
Mercado Libre
MELI
$92.5B
– –
-8
Closed -$16.1K
MSOS icon
143
AdvisorShares Pure US Cannabis ETF
MSOS
$884M
$0 ﹤0.01%
21,727
– –
NEE icon
144
NextEra Energy
NEE
$177B
– –
-106
Closed -$8.51K
NOBL icon
145
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
– –
-800
Closed -$41.6K
PANW icon
146
Palo Alto Networks
PANW
$314B
– –
-43
Closed -$7.92K
PFN
147
PIMCO Income Strategy Fund II
PFN
$707M
– –
-2,390
Closed -$17.9K
PG icon
148
Procter & Gamble
PG
$340B
– –
-1,334
Closed -$986
PSQ icon
149
ProShares Short QQQ
PSQ
$645M
– –
-13
Closed -$7.55K
PULS icon
150
PGIM Ultra Short Bond ETF
PULS
$18.4B
– –
-545
Closed -$27K
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.