T2I

Turim 21 Investimentos Portfolio holdings

AUM $511M
1-Year Est. Return 16.65%
This Quarter Est. Return
1 Year Est. Return
+16.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$416M
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$221M
2
+$73.8M
3
+$44.1M
4
AMZN icon
Amazon
AMZN
+$1.82M
5
AAPL icon
Apple
AAPL
+$1.24M

Top Sells

1
+$44.9M
2
+$43.1M
3
+$27.5M
4
BABA icon
Alibaba
BABA
+$18.6M
5
KHC icon
Kraft Heinz
KHC
+$10.5M

Sector Composition

1 Energy 17.82%
2 Utilities 10.6%
3 Consumer Staples 5.34%
4 Technology 5.32%
5 Communication Services 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$221M 53.06%
+5,778,962
2
$74.1M 17.81%
5,695,530
+5,671,720
3
$44.1M 10.6%
+24,303,129
4
$17.2M 4.14%
400,613
-243,905
5
$12.5M 3%
166,120
+24,260
6
$11.4M 2.75%
112,466
+10,997
7
$10.7M 2.56%
270,384
+31,548
8
$10.4M 2.5%
201,240
+23,740
9
$4.89M 1.17%
74,253
-6,445
10
$3.22M 0.77%
24,557
-34,223
11
$2.55M 0.61%
193,612
12
$1.29M 0.31%
5,153
-110,108
13
$1.16M 0.28%
33,070
-15,201
14
$594K 0.14%
5,415
15
$514K 0.12%
3,079
-463
16
$156K 0.04%
3,380
17
$98K 0.02%
2,450
18
$55K 0.01%
425
19
$54K 0.01%
1,296
20
$40K 0.01%
+6,414
21
$40K 0.01%
12,080
22
$39K 0.01%
+5,723
23
$21K 0.01%
410
24
$20K ﹤0.01%
345
25
– –
-112,614
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