TI
Turner Investments Portfolio holdings
AUM
$134K
1-Year Return
49.03%
This Quarter Return
+12.81%
1 Year Return
-49.03%
3 Year Return
+6.32%
5 Year Return
+75.73%
10 Year Return
–
AUM
$154M
AUM Growth
-$93.5M
(-38%)
Cap. Flow
-$115M
Cap. Flow
% of AUM
-74.51%
Top 10 Holdings %
Top 10 Hldgs %
15.12%
Holding
313
New
56
Increased
33
Reduced
115
Closed
100
Top Buys
| 1 |
O'Reilly Automotive
ORLY
|
$2.16M |
| 2 |
Equinix
EQIX
|
$2M |
| 3 |
Expedia Group
EXPE
|
$1.89M |
| 4 |
Pultegroup
PHM
|
$1.6M |
| 5 |
Domino's
DPZ
|
$1.49M |
Top Sells
| 1 |
Shopify
SHOP
|
$5.65M |
| 2 |
Edwards Lifesciences
EW
|
$3.67M |
| 3 |
Broadcom
AVGO
|
$3.31M |
| 4 |
AutoZone
AZO
|
$3.18M |
| 5 |
Boston Scientific
BSX
|
$2.9M |
Sector Composition
| 1 | Technology | 20.99% |
| 2 | Healthcare | 15.11% |
| 3 | Industrials | 14.83% |
| 4 | Consumer Discretionary | 14.38% |
| 5 | Financials | 7.42% |
