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
$1.67B
AUM Growth
-$591M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$9.85M
3
+$9.52M
4
ZOES
Zoe's Kitchen, Inc.
ZOES
+$8.12M
5
BABA icon
Alibaba
BABA
+$7.82M

Top Sells

1
+$27.9M
2
+$23.9M
3
+$23M
4
CPA icon
Copa Holdings
CPA
+$20.8M
5
NOW icon
ServiceNow
NOW
+$20.8M

Sector Composition

1 Technology 21.48%
2 Healthcare 16.92%
3 Consumer Discretionary 12.6%
4 Industrials 8.84%
5 Financials 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$484K 0.03%
+5,736
402
$467K 0.03%
+7,310
403
$455K 0.03%
14,010
-30,230
404
$449K 0.03%
14,620
405
$449K 0.03%
25,830
406
$432K 0.03%
+3,680
407
$421K 0.03%
83,900
-183,890
408
$415K 0.02%
9,539
-22,509
409
$413K 0.02%
8,620
+1,140
410
$408K 0.02%
7,220
+840
411
$405K 0.02%
11,210
412
$394K 0.02%
37,460
+9,952
413
$386K 0.02%
+14,690
414
$379K 0.02%
10,787
-58,142
415
$378K 0.02%
7,410
+1,545
416
$374K 0.02%
7,505
-2,637
417
$370K 0.02%
3,341
-4,380
418
$370K 0.02%
16,520
419
$370K 0.02%
9,313
+450
420
$350K 0.02%
+8,966
421
$349K 0.02%
6,824
-442
422
$342K 0.02%
+6,560
423
$338K 0.02%
29,177
+5,838
424
$323K 0.02%
37,389
-5,769
425
$319K 0.02%
6,394
-398
15 16
17
18 19