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
$152M
AUM Growth
-$1.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$2.11M
3
+$2.1M
4
XPO icon
XPO
XPO
+$2M
5
NOW icon
ServiceNow
NOW
+$1.99M

Top Sells

1
+$2.35M
2
+$2.24M
3
+$2.05M
4
XYZ
Block Inc
XYZ
+$1.94M
5
EA icon
Electronic Arts
EA
+$1.82M

Sector Composition

1 Technology 21.81%
2 Healthcare 15.06%
3 Consumer Discretionary 14.91%
4 Industrials 14.84%
5 Financials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$220K 0.14%
+3,500
177
$218K 0.14%
3,250
-5,840
178
$218K 0.14%
2,240
+300
179
$216K 0.14%
5,000
-2,000
180
$215K 0.14%
3,980
-5,680
181
$212K 0.14%
1,750
-9,500
182
$210K 0.14%
4,710
-1,170
183
$210K 0.14%
1,000
+250
184
$209K 0.14%
8,400
-1,080
185
$203K 0.13%
7,330
-1,380
186
$200K 0.13%
3,160
-26,550
187
$195K 0.13%
2,500
-500
188
$194K 0.13%
1,530
189
$194K 0.13%
2,500
+500
190
$194K 0.13%
+4,500
191
$194K 0.13%
+1,250
192
$193K 0.13%
3,690
-1,520
193
$192K 0.13%
3,200
-1,280
194
$189K 0.12%
850
-240
195
$186K 0.12%
1,191
-1,084
196
$184K 0.12%
+135
197
$182K 0.12%
+5,000
198
$181K 0.12%
7,500
-5,000
199
$181K 0.12%
+4,200
200
$180K 0.12%
1,000
6 7
8
9 10