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T2I

Turim 21 Investimentos Portfolio holdings

AUM $613M
1-Year Est. Return 14.25%
This Fund
S&P 500
This Quarter Est. Return
+10.36%
1 Year Est. Return
+14.25%
3 Year Est. Return
+62.08%
5 Year Est. Return
+68.65%
10 Year Est. Return
–
AUM
$511M
AUM Growth
+$139M
Cap. Flow
+$99M
Cap. Flow %
19.37%
Top 10 Hldgs %
89.62%
Holding
90
New
9
Increased
11
Reduced
10
Closed
7

Top Buys

Rank Stock Value
1
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$108M
2
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$14.8M
3
EFA icon
iShares MSCI EAFE ETF
EFA
+$10.8M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.31M
5
BMA icon
Banco Macro
BMA
+$717K

Top Sells

Rank Stock Value
1
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$18.4M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$16.4M
3
GLD icon
SPDR Gold Trust
GLD
+$4.57M
4
MSTR icon
Strategy Inc
MSTR
+$3.17M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$386K

Sector Composition

Rank Sector Weight
1 Miscellaneous 73.36%
2 Technology 8.2%
3 Materials 5.97%
4 Consumer Discretionary 5.39%
5 Communication Services 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EWZ icon
1
iShares MSCI Brazil ETF
EWZ
$8.16B
$140M 27.39%
4,853,442
+3,994,417
+465% +$108M
SPY icon
2
State Street SPDR S&P 500 ETF Trust
SPY
$825B
$81.4M 15.93%
131,785
-28,642
-18% -$16.4M
EFA icon
3
iShares MSCI EAFE ETF
EFA
$79.6B
$51.5M 10.07%
575,703
+126,440
+28% +$10.8M
BIL icon
4
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
$34.9M 6.83%
380,390
-1,750
-0.5% -$160K
MSFT icon
5
Microsoft
MSFT
$3.81T
$32.3M 6.31%
64,856
-49
-0.1% -$21.3K
VALE icon
6
Vale
VALE
$64B
$30.5M 5.96%
3,136,971
+5,325
+0.2% +$50.2K
AMZN icon
7
Amazon
AMZN
$2.87T
$27.2M 5.32%
123,889
-791
-0.6% -$157K
GOOG icon
8
Alphabet (Google) Class C
GOOG
$4.19T
$24.7M 4.83%
139,235
-812
-0.6% -$134K
QQQ icon
9
Invesco QQQ Trust
QQQ
$489B
$20.3M 3.98%
36,872
+10,681
+41% +$5.31M
TIP icon
10
iShares TIPS Bond ETF
TIP
$15B
$15.3M 3%
139,455
+2,304
+2% +$251K
SGOV icon
11
iShares 0-3 Month Treasury Bond ETF
SGOV
$104B
$14.8M 2.9%
+147,337
New +$14.8M
RSP icon
12
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
$6.21M 1.21%
34,158
-106,662
-76% -$18.4M
ERIC icon
13
Ericsson
ERIC
$32.5B
$5.68M 1.11%
670,000
– –
IEI icon
14
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$3.76M 0.74%
31,660
+1,700
+6% +$201K
IEF icon
15
iShares 7-10 Year Treasury Bond ETF
IEF
$42.9B
$3.73M 0.73%
38,905
+2,122
+6% +$201K
BRK.A icon
16
Berkshire Hathaway Class A
BRK.A
$1.08T
$2.92M 0.57%
4
– –
DIS icon
17
Walt Disney
DIS
$187B
$1.94M 0.38%
15,634
-441
-3% -$45.8K
AAPL icon
18
Apple
AAPL
$4.67T
$1.27M 0.25%
6,170
– –
DMRC icon
19
Digimarc Corp
DMRC
$135M
$1.25M 0.24%
94,553
-16,165
-15% -$207K
NVDA icon
20
NVIDIA
NVDA
$5.25T
$1.12M 0.22%
7,067
+5,527
+359% +$696K
CHD icon
21
Church & Dwight Co
CHD
$24B
$1.1M 0.21%
11,400
– –
GGAL icon
22
Galicia Financial Group
GGAL
$6.78B
$892K 0.17%
17,700
– –
NXE icon
23
NexGen Energy
NXE
$6.97B
$855K 0.17%
123,215
– –
CCJ icon
24
Cameco
CCJ
$43.6B
$831K 0.16%
11,191
– –
PAM icon
25
Pampa Energía
PAM
$4.31B
$757K 0.15%
10,916
– –
1
2 3 4

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VAG
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MKA
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FWM
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TCM
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JSA
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SW
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CSIA
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Turim 21 Investimentos's Q2 2025 Portfolio in Review

As of Q2 2025, Turim 21 Investimentos held 90 positions worth $511M, up 37% from $372M the previous quarter. Its ten largest holdings account for 90% of the portfolio.

Turim 21 Investimentos deployed $99M of net new capital in Q2 2025, opening 9 new positions and adding to 11 existing holdings. Its largest new stake was iShares 0-3 Month Treasury Bond ETF: 147,337 shares worth $14.8M.

By sector, the portfolio is most concentrated in Miscellaneous at 73% of assets, up from 67% a quarter earlier, followed by Technology and Materials.

On the sell side, the largest reduction was Invesco S&P 500 Equal Weight ETF, an estimated $18.4M trimmed.

  • Turim 21 Investimentos's largest Q2 2025 buy was iShares 0-3 Month Treasury Bond ETF: 147,337 shares worth $14.8M.
  • Turim 21 Investimentos added most to iShares MSCI Brazil ETF in Q2 2025, an estimated $108M increase.
  • Turim 21 Investimentos's biggest Q2 2025 reduction was Invesco S&P 500 Equal Weight ETF, cutting an estimated $18.4M.
  • Turim 21 Investimentos fully exited SPDR Gold Trust in Q2 2025, selling an estimated $4.57M.
  • Turim 21 Investimentos's ten largest holdings make up 90% of its $511M portfolio in Q2 2025.
  • Turim 21 Investimentos opened 9 new positions and closed 7 in Q2 2025.
  • Turim 21 Investimentos's portfolio value rose 37% quarter-over-quarter to $511M.

Based on Turim 21 Investimentos's 13F filing for Q2 2025, filed 14 Aug 2025.