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Turim 21 Investimentos Portfolio holdings

AUM $399M
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
+4.97%
1 Year Est. Return
+20.13%
3 Year Est. Return
+62.04%
5 Year Est. Return
+64.9%
10 Year Est. Return
–
AUM
$259M
AUM Growth
-$38.2M
Cap. Flow
-$47.1M
Cap. Flow %
-18.2%
Top 10 Hldgs %
88.86%
Holding
136
New
19
Increased
13
Reduced
40
Closed
21

Top Buys

Rank Stock Value
1
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.07M
2
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.66M
3
SPXU icon
ProShares UltraPro Short S&P 500
SPXU
+$1.42M
4
BITW
Bitwise 10 Crypto Index ETF
BITW
+$483K
5
SGML icon
Sigma Lithium
SGML
+$474K

Top Sells

Rank Stock Value
1
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$31.7M
2
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$8.79M
3
TIP icon
iShares TIPS Bond ETF
TIP
+$3.69M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.68M
5
MSFT icon
Microsoft
MSFT
+$1.31M

Sector Composition

Rank Sector Weight
1 Materials 16.03%
2 Technology 4.87%
3 Consumer Discretionary 2.51%
4 Financials 1.92%
5 Communication Services 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTI icon
1
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$89.3M 34.47%
130,926
-152
-0.1% -$50.6K
EFA icon
2
iShares MSCI EAFE ETF
EFA
$78B
$42.5M 16.39%
442,127
+21,783
+5% +$2.07M
VALE icon
3
Vale
VALE
$64.1B
$40.8M 15.76%
3,131,646
– –
SPXU icon
4
ProShares UltraPro Short S&P 500
SPXU
$406M
$22.5M 8.69%
36,618
+27,301
+293% +$1.42M
IEMG icon
5
iShares Core MSCI Emerging Markets ETF
IEMG
$150B
$14.7M 5.67%
218,320
+24,726
+13% +$1.66M
ERIC icon
6
Ericsson
ERIC
$32.2B
$6.47M 2.5%
670,000
– –
EMXC icon
7
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.5B
$3.95M 1.53%
54,372
– –
AMZN icon
8
Amazon
AMZN
$2.92T
$3.87M 1.49%
16,771
-3,599
-18% -$823K
MSFT icon
9
Microsoft
MSFT
$3.45T
$3.11M 1.2%
6,432
-2,607
-29% -$1.31M
BRK.A icon
10
Berkshire Hathaway Class A
BRK.A
$1.1T
$3.02M 1.17%
4
– –
BIL icon
11
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.1B
$2.2M 0.85%
24,066
-346,257
-94% -$31.7M
XOP icon
12
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.65B
$2.04M 0.79%
10,646
-927
-8% -$120K
GOOG icon
13
Alphabet (Google) Class C
GOOG
$4.36T
$1.95M 0.75%
6,228
-12,852
-67% -$3.68M
AAPL icon
14
Apple
AAPL
$4.54T
$1.93M 0.75%
7,100
-19
-0.3% -$5.1K
PXD
15
DELISTED
Pioneer Natural Resource Co.
PXD
$1.82M 0.7%
12,000
+500
+4% +$76K
DIS icon
16
Walt Disney
DIS
$167B
$1.73M 0.67%
15,179
– –
IBIT icon
17
iShares Bitcoin Trust
IBIT
$46.7B
$1.43M 0.55%
28,898
-5,705
-16% -$324K
SW
18
Smurfit Westrock
SW
$24.1B
$1.3M 0.5%
14,705
+3,789
+35% +$144K
GGAL icon
19
Galicia Financial Group
GGAL
$7.99B
$1.29M 0.5%
23,840
+6,140
+35% +$287K
KWEB icon
20
KraneShares CSI China Internet ETF
KWEB
$5.64B
$1.2M 0.46%
35,359
– –
CROX icon
21
Crocs
CROX
$6.14B
$1.13M 0.44%
123,215
– –
EL icon
22
Estee Lauder
EL
$30.4B
$896K 0.35%
3,498
+393
+13% +$38.1K
SGML icon
23
Sigma Lithium
SGML
$1.11B
$723K 0.28%
+55,000
New +$474K
TIP icon
24
iShares TIPS Bond ETF
TIP
$14.5B
$722K 0.28%
6,570
-33,221
-83% -$3.69M
EWZ icon
25
iShares MSCI Brazil ETF
EWZ
$9.28B
$692K 0.27%
21,783
-12,130
-36% -$384K
1
2 3 4 5

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
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return
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
MHC
May Hill Capital Cohasset, Massachusetts $398M AUM 23.9% 1-Year Est. Return
BWM
BCGM Wealth Management Lafayette, Indiana $398M AUM 17.85% 1-Year Est. Return
KHCM
Kettle Hill Capital Management New York $399M AUM 10.05% 1-Year Est. Return

Turim 21 Investimentos's Q4 2025 Portfolio in Review

As of Q4 2025, Turim 21 Investimentos held 136 positions worth $259M, down 13% from $297M the previous quarter. Its ten largest holdings account for 89% of the portfolio.

Turim 21 Investimentos withdrew a net $47.1M in Q4 2025, closing 21 positions and reducing 40 holdings. Its most notable exit was Vanguard Russell 2000 ETF, an estimated $8.79M position sold in full.

By sector, the portfolio is most concentrated in Materials at 16% of assets, up from 11% a quarter earlier, followed by Technology and Consumer Discretionary.

Against the trend, Turim 21 Investimentos opened a new position in Bitwise 10 Crypto Index ETF worth $476K.

  • Turim 21 Investimentos's largest Q4 2025 buy was Bitwise 10 Crypto Index ETF: 8,100 shares worth $476K.
  • Turim 21 Investimentos added most to iShares MSCI EAFE ETF in Q4 2025, an estimated $2.07M increase.
  • Turim 21 Investimentos's biggest Q4 2025 reduction was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, cutting an estimated $31.7M.
  • Turim 21 Investimentos fully exited Vanguard Russell 2000 ETF in Q4 2025, selling an estimated $8.79M.
  • Turim 21 Investimentos's ten largest holdings make up 89% of its $259M portfolio in Q4 2025.
  • Turim 21 Investimentos opened 19 new positions and closed 21 in Q4 2025.
  • Turim 21 Investimentos's portfolio value fell 13% quarter-over-quarter to $259M.

Based on Turim 21 Investimentos's 13F filing for Q4 2025, filed 17 Feb 2026.