TI

Turner Investments Portfolio holdings

AUM $134K
1-Year Est. Return 49.03%
This Quarter Est. Return
1 Year Est. Return
-49.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$248M
AUM Growth
-$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$3.17M
3
+$3.13M
4
XYZ
Block Inc
XYZ
+$2.86M
5
EXP icon
Eagle Materials
EXP
+$2.65M

Top Sells

1
+$5.65M
2
+$4.87M
3
+$4.26M
4
LRCX icon
Lam Research
LRCX
+$4.24M
5
ARMK icon
Aramark
ARMK
+$4.09M

Sector Composition

1 Healthcare 24.81%
2 Technology 18.88%
3 Industrials 12.19%
4 Consumer Discretionary 11.96%
5 Financials 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
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