TI

Turner Investments Portfolio holdings

AUM $134K
1-Year Est. Return 49.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-49.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
-$93.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.9M
3
+$1.83M
4
PHM icon
Pultegroup
PHM
+$1.46M
5
DPZ icon
Domino's
DPZ
+$1.45M

Top Sells

1
+$4.77M
2
+$3.67M
3
+$3.18M
4
AVGO icon
Broadcom
AVGO
+$3.12M
5
BSX icon
Boston Scientific
BSX
+$2.83M

Sector Composition

1 Technology 20.99%
2 Healthcare 15.11%
3 Industrials 14.83%
4 Consumer Discretionary 14.38%
5 Financials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
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302
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304
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-181,251
305
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-1,875
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307
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-1,000
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-4,500
309
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-20,000
311
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-33,708
312
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-30,100
313
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-14,140
9 10 11 12
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