Asset Manager
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Turim 21 Investimentos Ltda.
Market Value
$274M
-46.3%
Holdings
144
+60
New Purchases
67
Added To
7
Closed
32
Reduced
18
Top 10 Concentration
86.0%
Turnover
68.8%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| VTI | 31.89% | 0.00% | +31.89% | $87M |
| VALE | 12.42% | 5.97% | +6.45% | $34M |
| BIL | 12.41% | 6.84% | +5.57% | $34M |
| IEMG | 4.66% | 0.00% | +4.66% | $13M |
| EFA | 14.34% | 10.09% | +4.24% | $39M |
| VTWO | 3.21% | 0.00% | +3.21% | $9M |
| PXD | 1.35% | 0.00% | +1.35% | $4M |
| EMXC | 1.34% | 0.00% | +1.34% | $4M |
| ERIC | 2.02% | 1.11% | +0.91% | $6M |
| IBIT | 0.82% | 0.00% | +0.82% | $2M |
| XOP | 0.80% | 0.00% | +0.80% | $2M |
| BRK-A | 1.10% | 0.57% | +0.53% | $3M |
| KWEB | 0.54% | 0.05% | +0.49% | $1M |
| AAPL | 0.66% | 0.25% | +0.41% | $2M |
| CROX | 0.40% | 0.00% | +0.40% | $1M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| EWZ | 0.38% | 27.46% | -27.08% | $1M |
| SPY | 0.00% | 15.97% | -15.97% | $0 |
| MSFT | 1.71% | 6.33% | -4.62% | $5M |
| QQQ | 0.00% | 3.99% | -3.99% | $0 |
| AMZN | 1.63% | 5.33% | -3.70% | $4M |
| GOOG | 1.70% | 4.84% | -3.15% | $5M |
| SGOV | 0.00% | 2.91% | -2.91% | $0 |
| TIP | 1.62% | 3.01% | -1.39% | $4M |
| RSP | 0.00% | 1.22% | -1.22% | $0 |
| IEI | 0.40% | 0.74% | -0.34% | $1M |
| IEF | 0.40% | 0.73% | -0.33% | $1M |
| CHD | 0.00% | 0.21% | -0.21% | $0 |
| NVDA | 0.03% | 0.22% | -0.19% | $77K |
| BMA | 0.00% | 0.12% | -0.12% | $0 |
| PAM | 0.03% | 0.15% | -0.12% | $90K |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 24 | $106M | 38.9% |
| Large Cap | 54 | $157M | 57.5% |
| Mid Cap | 37 | $9M | 3.2% |
| Small Cap | 21 | $1M | 0.4% |
| Micro Cap | 8 | $157K | 0.1% |
Portfolio Analytics
Avg Market Cap
$305.0B
Median Market Cap
$17.4B
Avg P/E
36.7
Median P/E
18.1
Avg Dividend Yield
0.03%
Avg Beta
1.01
# Stocks
75
# ETFs / Funds
69
Top Holdings (144 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | 31.89% | 131,078 | $87M | $666.18 | — | +131,078 | — | NEW |
| 2 | EFA | 14.34% | 420,344 | $39M | $93.37 | -$12M | -155,359 | -27.0% | |
| 3 | VALE | 12.42% | 3,131,646 | $34M | $10.86 | $4M | -5,325 | -0.2% | |
| 4 | BIL | 12.41% | 370,323 | $34M | $91.75 | -$916K | -10,067 | -2.6% | |
| 5 | IEMG | 4.66% | 193,594 | $13M | $65.92 | — | +193,594 | — | NEW |
| 6 | VTWO | 3.21% | 24,721 | $9M | $355.47 | — | +24,721 | — | NEW |
| 7 | ERIC | 2.02% | 670,000 | $6M | $8.27 | -$141K | — | — | |
| 8 | MSFT | 1.71% | 9,039 | $5M | $517.95 | -$28M | -55,817 | -86.1% | |
| 9 | GOOG | 1.70% | 19,080 | $5M | $243.55 | -$20M | -120,155 | -86.3% | |
| 10 | AMZN | 1.63% | 20,370 | $4M | $219.57 | -$23M | -103,519 | -83.6% | |
| 11 | TIP | 1.62% | 39,791 | $4M | $111.22 | -$11M | -99,664 | -71.5% | |
| 12 | PXD | 1.35% | 11,500 | $4M | $322.21 | — | +11,500 | — | NEW |
| 13 | EMXC | 1.34% | 54,372 | $4M | $67.51 | — | +54,372 | — | NEW |
| 14 | BRK-A | 1.10% | 4 | $3M | $754,200.00 | $102K | — | — | |
| 15 | IBIT | 0.82% | 34,603 | $2M | $65.00 | — | +34,603 | — | NEW |
| 16 | XOP | 0.80% | 11,573 | $2M | $189.70 | — | +11,573 | — | NEW |
| 17 | AAPL | 0.66% | 7,119 | $2M | $254.63 | $547K | +949 | +15.4% | |
| 18 | DIS | 0.63% | 15,179 | $2M | $114.50 | -$201K | -455 | -2.9% | |
| 19 | KWEB | 0.54% | 35,359 | $1M | $42.01 | $1M | +27,818 | +368.9% | |
| 20 | CROX | 0.40% | 123,215 | $1M | $8.95 | — | +123,215 | — | NEW |
| 21 | IEI | 0.40% | 9,215 | $1M | $119.16 | -$3M | -22,445 | -70.9% | |
| 22 | IEF | 0.40% | 11,351 | $1M | $96.46 | -$3M | -27,554 | -70.8% | |
| 23 | EWZ | 0.38% | 33,913 | $1M | $31.00 | -$139M | -4,819,529 | -99.3% | |
| 24 | ETHE | 0.31% | 25,000 | $857K | $34.27 | — | +25,000 | — | NEW |
| 25 | EL | 0.29% | 3,105 | $792K | $255.10 | — | +3,105 | — | NEW |
| 26 | SW | 0.24% | 10,916 | $656K | $60.06 | $498K | +7,256 | +198.2% | |
| 27 | EEM | 0.23% | 11,733 | $627K | $53.40 | $18K | -890 | -7.0% | |
| 28 | CCJ | 0.21% | 6,734 | $565K | $83.86 | -$266K | -4,457 | -39.8% | |
| 29 | GGAL | 0.18% | 17,700 | $488K | $27.56 | -$404K | — | — | |
| 30 | BBD | 0.18% | 66,001 | $484K | $7.34 | — | +66,001 | — | NEW |
| 31 | VTEX | 0.17% | 2,227 | $460K | $206.51 | — | +2,227 | — | NEW |
| 32 | SPMO | 0.15% | 3,345 | $405K | $121.06 | — | +3,345 | — | NEW |
| 33 | IGV | 0.12% | 46,100 | $335K | $7.27 | — | +46,100 | — | NEW |
| 34 | NXE | 0.12% | 1,411 | $321K | $227.35 | -$534K | -121,804 | -98.8% | |
| 35 | ARKK | 0.10% | 3,235 | $279K | $86.30 | $52K | — | — | |
| 36 | VSCO | 0.09% | 676 | $238K | $351.68 | — | +676 | — | NEW |
| 37 | ORCC | 0.07% | 15,416 | $197K | $12.77 | -$24K | — | — | |
| 38 | BUG | 0.07% | 5,393 | $190K | $35.19 | -$10K | — | — | |
| 39 | TSLA | 0.07% | 403 | $179K | $444.37 | $69K | +58 | +16.8% | |
| 40 | IOT | 0.06% | 4,277 | $159K | $37.25 | — | +4,277 | — | NEW |
| 41 | VV | 0.06% | 505 | $155K | $307.86 | $11K | — | — | |
| 42 | SLV | 0.05% | 3,500 | $148K | $42.37 | — | +3,500 | — | NEW |
| 43 | GOOGL | 0.04% | 442 | $107K | $243.12 | $37K | +42 | +10.5% | |
| 44 | LIT | 0.04% | 1,764 | $100K | $56.85 | $33K | — | — | |
| 45 | IEFA | 0.03% | 1,072 | $94K | $87.31 | $4K | — | — | |
| 46 | IDEV | 0.03% | 1,133 | $91K | $80.17 | $5K | — | — | |
| 47 | PAM | 0.03% | 1,906 | $90K | $47.03 | -$668K | -9,010 | -82.5% | |
| 48 | HODL | 0.03% | 2,708 | $88K | $32.37 | — | +2,708 | — | NEW |
| 49 | FBTC | 0.03% | 877 | $88K | $99.81 | — | +877 | — | NEW |
| 50 | ARKB | 0.03% | 2,301 | $87K | $38.02 | — | +2,301 | — | NEW |
| 51 | BITB | 0.03% | 1,405 | $87K | $62.22 | — | +1,405 | — | NEW |
| 52 | AMBIQ | 0.03% | 108,800 | $87K | $0.80 | — | +108,800 | — | NEW |
| 53 | NVDA | 0.03% | 414 | $77K | $186.73 | -$1M | -6,653 | -94.1% | |
| 54 | IVE | 0.03% | 1,206 | $72K | $59.81 | -$363K | -1,021 | -45.9% | |
| 55 | ECH | 0.02% | 1,890 | $62K | $32.96 | $3K | — | — | |
| 56 | RPV | 0.02% | 375 | $52K | $139.17 | — | +375 | — | NEW |
| 57 | WIW | 0.02% | 5,674 | $50K | $8.89 | — | +5,674 | — | NEW |
| 58 | BUD | 0.02% | 3,820 | $48K | $12.66 | — | +3,820 | — | NEW |
| 59 | VCIT | 0.02% | 521 | $44K | $84.11 | $620 | — | — | |
| 60 | JAAA | 0.01% | 790 | $40K | $50.55 | — | +790 | — | NEW |
| 61 | BND | 0.01% | 529 | $39K | $74.42 | $4K | +45 | +9.3% | |
| 62 | SOXX | 0.01% | 2,450 | $39K | $16.01 | — | +2,450 | — | NEW |
| 63 | XLE | 0.01% | 400 | $36K | $89.34 | -$475K | -5,619 | -93.3% | |
| 64 | LHX | 0.01% | 462 | $34K | $72.77 | — | +462 | — | NEW |
| 65 | JOBY | 0.01% | 2,057 | $33K | $16.14 | $11K | — | — | |
| 66 | BHK | 0.01% | 3,112 | $31K | $9.94 | — | +3,112 | — | NEW |
| 67 | PULS | 0.01% | 604 | $30K | $49.64 | — | +604 | — | NEW |
| 68 | CHI | 0.01% | 1,945 | $21K | $10.79 | — | +1,945 | — | NEW |
| 69 | RDVI | 0.01% | 804 | $21K | $25.85 | — | +804 | — | NEW |
| 70 | BILL | 0.01% | 392 | $21K | $52.97 | — | +392 | — | NEW |
| 71 | FTHI | 0.01% | 866 | $21K | $23.71 | — | +866 | — | NEW |
| 72 | ERC | 0.01% | 2,127 | $20K | $9.58 | — | +2,127 | — | NEW |
| 73 | BTZ | 0.01% | 1,840 | $20K | $11.05 | — | +1,840 | — | NEW |
| 74 | JPC | 0.01% | 2,479 | $20K | $8.20 | — | +2,479 | — | NEW |
| 75 | ETY | 0.01% | 1,278 | $20K | $15.90 | — | +1,278 | — | NEW |
| 76 | INTU | 0.01% | 22 | $20K | $920.27 | — | +22 | — | NEW |
| 77 | TLH | 0.01% | 197 | $20K | $102.64 | — | +197 | — | NEW |
| 78 | EVTR | 0.01% | 391 | $20K | $51.45 | — | +391 | — | NEW |
| 79 | PFN | 0.01% | 2,649 | $20K | $7.59 | — | +2,649 | — | NEW |
| 80 | EVV | 0.01% | 1,976 | $20K | $10.15 | — | +1,976 | — | NEW |
| 81 | ISD | 0.01% | 1,386 | $20K | $14.38 | — | +1,386 | — | NEW |
| 82 | KNG | 0.01% | 403 | $20K | $49.31 | — | +403 | — | NEW |
| 83 | ARDC | 0.01% | 1,403 | $20K | $14.07 | — | +1,403 | — | NEW |
| 84 | MELI | 0.01% | 8 | $19K | $2,337.00 | -$2K | — | — | |
| 85 | ACHR | 0.01% | 1,944 | $19K | $9.58 | -$2K | — | — | |
| 86 | UNH | 0.01% | 40 | $14K | $345.30 | — | +40 | — | NEW |
| 87 | BP | —% | 1,029 | $12K | $11.71 | — | +1,029 | — | NEW |
| 88 | PANW | —% | 59 | $12K | $203.63 | — | +59 | — | NEW |
| 89 | VZ | —% | 253 | $11K | $43.94 | — | +253 | — | NEW |
| 90 | NEE | —% | 140 | $11K | $75.49 | — | +140 | — | NEW |
| 91 | ETV | —% | 733 | $10K | $14.25 | — | +733 | — | NEW |
| 92 | GJUL | —% | 253 | $10K | $40.56 | — | +253 | — | NEW |
| 93 | QCJL | —% | 440 | $10K | $23.28 | — | +440 | — | NEW |
| 94 | AMD | —% | 29 | $10K | $352.76 | — | +29 | — | NEW |
| 95 | FXI | —% | 62 | $10K | $161.79 | — | +62 | — | NEW |
| 96 | META | —% | 13 | $10K | $755.38 | — | +13 | — | NEW |
| 97 | HYI | —% | 838 | $10K | $11.71 | — | +838 | — | NEW |
| 98 | HYT | —% | 1,021 | $10K | $9.50 | — | +1,021 | — | NEW |
| 99 | EH | —% | 501 | $9K | $18.57 | $607 | — | — | |
| 100 | BTC | —% | 172 | $9K | $50.63 | — | +172 | — | NEW |