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
$239K
AUM Growth
-$1.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$86K
2
+$60K
3
+$59K
4
AMZN icon
Amazon
AMZN
+$58K
5
JPM icon
JPMorgan Chase
JPM
+$56K

Sector Composition

1 Communication Services 0%
2 Consumer Discretionary 0%
3 Financials 0%
4 Healthcare 0%
5 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$239K 100%
4,200
2
– –
-1,500
3
– –
-820
4
– –
-2,750
5
– –
-1,350
6
– –
-550
7
– –
-1,500
8
– –
-1,200
9
– –
-200
10
– –
-22
11
– –
-2,040
12
– –
-1,000
13
– –
-290
14
– –
-300
15
– –
-840
16
– –
-490
17
– –
-1,000
18
– –
-1,160
19
– –
-525
20
– –
-500
21
– –
-690