Asset Manager
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Turim 21 Investimentos Ltda.
Market Value
$235M
-14.2%
Holdings
127
-17
New Purchases
17
Added To
11
Closed
20
Reduced
40
Top 10 Concentration
89.3%
Turnover
29.1%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| VTI | 37.98% | 31.87% | +6.11% | $89M |
| VALE | 17.36% | 12.41% | +4.95% | $41M |
| EFA | 18.06% | 14.32% | +3.74% | $42M |
| IEMG | 6.24% | 4.66% | +1.59% | $15M |
| ERIC | 2.75% | 2.02% | +0.73% | $6M |
| GGAL | 0.55% | 0.18% | +0.37% | $1M |
| EMXC | 1.68% | 1.34% | +0.34% | $4M |
| SGML | 0.31% | 0.00% | +0.31% | $723K |
| BITW | 0.20% | 0.00% | +0.20% | $476K |
| BRK-A | 1.28% | 1.10% | +0.18% | $3M |
| AAPL | 0.82% | 0.66% | +0.16% | $2M |
| RSX | 0.11% | 0.00% | +0.11% | $266K |
| DIS | 0.73% | 0.63% | +0.10% | $2M |
| IVV | 0.09% | 0.00% | +0.09% | $219K |
| EL | 0.38% | 0.29% | +0.09% | $896K |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| BIL | 0.94% | 12.40% | -11.46% | $2M |
| VTWO | 0.00% | 3.21% | -3.21% | $0 |
| TIP | 0.31% | 1.62% | -1.31% | $722K |
| GOOG | 0.83% | 1.70% | -0.86% | $2M |
| PXD | 0.78% | 1.35% | -0.58% | $2M |
| MSFT | 1.32% | 1.71% | -0.39% | $3M |
| IEF | 0.09% | 0.40% | -0.31% | $208K |
| IEI | 0.11% | 0.40% | -0.29% | $259K |
| IBIT | 0.61% | 0.82% | -0.21% | $1M |
| DMRC | 0.17% | 0.35% | -0.18% | $392K |
| SPMO | 0.00% | 0.15% | -0.15% | $0 |
| NXE | 0.00% | 0.12% | -0.12% | $0 |
| ETHE | 0.21% | 0.31% | -0.10% | $493K |
| ARKK | 0.00% | 0.10% | -0.10% | $0 |
| EWZ | 0.29% | 0.38% | -0.09% | $692K |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 20 | $104M | 44.3% |
| Large Cap | 49 | $121M | 51.4% |
| Mid Cap | 28 | $7M | 3.1% |
| Small Cap | 26 | $3M | 1.2% |
| Micro Cap | 4 | $56K | 0.0% |
Portfolio Analytics
Avg Market Cap
$309.3B
Median Market Cap
$14.5B
Avg P/E
38.1
Median P/E
22.6
Avg Dividend Yield
0.03%
Avg Beta
1.08
# Stocks
58
# ETFs / Funds
69
Top Holdings (127 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | 37.98% | 130,926 | $89M | $681.92 | $2M | -152 | -0.1% | |
| 2 | EFA | 18.06% | 442,127 | $42M | $96.03 | $3M | +21,783 | +5.2% | |
| 3 | VALE | 17.36% | 3,131,646 | $41M | $13.03 | $7M | — | — | |
| 4 | IEMG | 6.24% | 218,320 | $15M | $67.22 | $2M | +24,726 | +12.8% | |
| 5 | ERIC | 2.75% | 670,000 | $6M | $9.65 | $925K | — | — | |
| 6 | EMXC | 1.68% | 54,372 | $4M | $72.68 | $281K | — | — | |
| 7 | AMZN | 1.65% | 16,771 | $4M | $230.82 | -$602K | -3,599 | -17.7% | |
| 8 | MSFT | 1.32% | 6,432 | $3M | $483.62 | -$2M | -2,607 | -28.8% | |
| 9 | BRK-A | 1.28% | 4 | $3M | $754,800.00 | $2K | — | — | |
| 10 | BIL | 0.94% | 24,066 | $2M | $91.38 | -$32M | -346,257 | -93.5% | |
| 11 | XOP | 0.87% | 10,646 | $2M | $191.56 | -$156K | -927 | -8.0% | |
| 12 | GOOG | 0.83% | 6,228 | $2M | $313.80 | -$3M | -12,852 | -67.4% | |
| 13 | AAPL | 0.82% | 7,100 | $2M | $271.86 | $117K | -19 | -0.3% | |
| 14 | PXD | 0.78% | 12,000 | $2M | $151.95 | -$2M | +500 | +4.3% | |
| 15 | DIS | 0.73% | 15,179 | $2M | $113.77 | -$11K | — | — | |
| 16 | IBIT | 0.61% | 28,898 | $1M | $49.65 | -$814K | -5,705 | -16.5% | |
| 17 | GGAL | 0.55% | 23,840 | $1M | $53.94 | $798K | +6,140 | +34.7% | |
| 18 | KWEB | 0.51% | 35,359 | $1M | $34.05 | -$281K | — | — | |
| 19 | CROX | 0.48% | 123,215 | $1M | $9.20 | $31K | — | — | |
| 20 | EL | 0.38% | 3,498 | $896K | $256.05 | $104K | +393 | +12.7% | |
| 21 | SGML | 0.31% | 55,000 | $723K | $13.15 | — | +55,000 | — | NEW |
| 22 | TIP | 0.31% | 6,570 | $722K | $109.91 | -$4M | -33,221 | -83.5% | |
| 23 | EWZ | 0.29% | 21,783 | $692K | $31.77 | -$359K | -12,130 | -35.8% | |
| 24 | EEM | 0.29% | 12,623 | $691K | $54.71 | $64K | +890 | +7.6% | |
| 25 | CCJ | 0.21% | 5,457 | $499K | $91.49 | -$65K | -1,277 | -19.0% | |
| 26 | ETHE | 0.21% | 20,250 | $493K | $24.37 | -$363K | -4,750 | -19.0% | |
| 27 | BITW | 0.20% | 8,100 | $476K | $58.76 | — | +8,100 | — | NEW |
| 28 | BBD | 0.20% | 66,001 | $473K | $7.16 | -$12K | — | — | |
| 29 | VTEX | 0.20% | 2,227 | $472K | $212.07 | $12K | — | — | |
| 30 | DMRC | 0.17% | 59,759 | $392K | $6.56 | -$570K | -38,716 | -39.3% | |
| 31 | IGV | 0.14% | 46,100 | $340K | $7.38 | $5K | — | — | |
| 32 | RSX | 0.11% | 424 | $266K | $627.13 | — | +424 | — | NEW |
| 33 | IEI | 0.11% | 2,167 | $259K | $119.35 | -$839K | -7,048 | -76.5% | |
| 34 | IVV | 0.09% | 320 | $219K | $684.94 | — | +320 | — | NEW |
| 35 | IEF | 0.09% | 2,166 | $208K | $96.16 | -$887K | -9,185 | -80.9% | |
| 36 | OBDC | 0.08% | 15,416 | $192K | $12.43 | -$5K | — | — | |
| 37 | TSLA | 0.08% | 402 | $181K | $449.72 | $2K | -1 | -0.2% | |
| 38 | BUG | 0.07% | 5,393 | $164K | $30.46 | -$26K | — | — | |
| 39 | VV | 0.07% | 505 | $159K | $314.80 | $4K | — | — | |
| 40 | GOOGL | 0.06% | 474 | $148K | $313.00 | $41K | +32 | +7.2% | |
| 41 | VT | 0.06% | 950 | $134K | $141.06 | — | +950 | — | NEW |
| 42 | LIT | 0.05% | 1,764 | $114K | $64.86 | $14K | — | — | |
| 43 | NVDA | 0.04% | 519 | $97K | $186.50 | $19K | +105 | +25.4% | |
| 44 | IEFA | 0.04% | 1,072 | $96K | $89.46 | $2K | — | — | |
| 45 | IDEV | 0.04% | 1,133 | $93K | $82.48 | $3K | — | — | |
| 46 | IVE | 0.04% | 1,206 | $87K | $71.79 | $14K | — | — | |
| 47 | SHEL | 0.03% | 2,940 | $81K | $27.43 | — | +2,940 | — | NEW |
| 48 | ECH | 0.03% | 1,890 | $76K | $40.40 | $14K | — | — | |
| 49 | HODL | 0.03% | 2,708 | $67K | $24.73 | -$21K | — | — | |
| 50 | FBTC | 0.03% | 877 | $67K | $76.23 | -$21K | — | — | |
| 51 | BITB | 0.03% | 1,405 | $67K | $47.56 | -$21K | — | — | |
| 52 | ARKB | 0.03% | 2,301 | $67K | $29.04 | -$21K | — | — | |
| 53 | BUD | 0.02% | 3,820 | $45K | $11.85 | -$3K | — | — | |
| 54 | VCIT | 0.02% | 521 | $44K | $83.75 | -$187 | — | — | |
| 55 | WIW | 0.02% | 5,030 | $43K | $8.59 | -$7K | -644 | -11.3% | |
| 56 | NOBL | 0.02% | 400 | $42K | $104.07 | — | +400 | — | NEW |
| 57 | SOXX | 0.02% | 2,450 | $41K | $16.74 | $2K | — | — | |
| 58 | QLTI | 0.02% | 1,450 | $39K | $26.60 | — | +1,450 | — | NEW |
| 59 | VGT | 0.02% | 50 | $38K | $753.78 | — | +50 | — | NEW |
| 60 | JAAA | 0.02% | 716 | $36K | $50.58 | -$4K | -74 | -9.4% | |
| 61 | BND | 0.02% | 484 | $36K | $74.07 | -$4K | -45 | -8.5% | |
| 62 | XLE | 0.02% | 800 | $36K | $44.71 | $32 | +400 | +100.0% | |
| 63 | JOBY | 0.01% | 2,057 | $27K | $13.20 | -$6K | — | — | |
| 64 | PULS | 0.01% | 545 | $27K | $49.59 | -$3K | -59 | -9.8% | |
| 65 | BHK | 0.01% | 2,730 | $26K | $9.59 | -$5K | -382 | -12.3% | |
| 66 | FIG | 0.01% | 653 | $24K | $37.37 | — | +653 | — | NEW |
| 67 | BILL | 0.01% | 392 | $21K | $54.54 | $616 | — | — | |
| 68 | SHOP | 0.01% | 117 | $19K | $160.97 | — | +117 | — | NEW |
| 69 | EVTR | 0.01% | 359 | $18K | $51.50 | -$2K | -32 | -8.2% | |
| 70 | ISD | 0.01% | 1,263 | $18K | $14.47 | -$2K | -123 | -8.9% | |
| 71 | KNG | 0.01% | 368 | $18K | $49.15 | -$2K | -35 | -8.7% | |
| 72 | FTHI | 0.01% | 763 | $18K | $23.62 | -$3K | -103 | -11.9% | |
| 73 | JPC | 0.01% | 2,215 | $18K | $8.11 | -$2K | -264 | -10.7% | |
| 74 | PFN | 0.01% | 2,390 | $18K | $7.50 | -$2K | -259 | -9.8% | |
| 75 | EVV | 0.01% | 1,799 | $18K | $9.91 | -$2K | -177 | -9.0% | |
| 76 | TLH | 0.01% | 175 | $18K | $101.67 | -$2K | -22 | -11.2% | |
| 77 | ERC | 0.01% | 1,911 | $18K | $9.30 | -$3K | -216 | -10.2% | |
| 78 | ARDC | 0.01% | 1,332 | $18K | $13.30 | -$2K | -71 | -5.1% | |
| 79 | BTZ | 0.01% | 1,633 | $18K | $10.83 | -$3K | -207 | -11.2% | |
| 80 | ETY | 0.01% | 1,151 | $18K | $15.34 | -$3K | -127 | -9.9% | |
| 81 | AVGO | 0.01% | 51 | $18K | $346.10 | — | +51 | — | NEW |
| 82 | META | 0.01% | 25 | $17K | $660.08 | $7K | +12 | +92.3% | |
| 83 | MELI | 0.01% | 8 | $16K | $2,014.25 | -$3K | — | — | |
| 84 | ACHR | 0.01% | 1,944 | $15K | $7.52 | -$4K | — | — | |
| 85 | INTU | 0.01% | 95 | $15K | $153.19 | -$6K | +73 | +331.8% | |
| 86 | NFLX | 0.01% | 140 | $13K | $93.76 | — | +140 | — | NEW |
| 87 | XOM | —% | 81 | $10K | $120.35 | — | +81 | — | NEW |
| 88 | VZ | —% | 232 | $9K | $40.73 | -$2K | -21 | -8.3% | |
| 89 | ETV | —% | 650 | $9K | $14.36 | -$1K | -83 | -11.3% | |
| 90 | AMD | —% | 26 | $9K | $350.00 | -$1K | -3 | -10.3% | |
| 91 | FXI | —% | 40 | $9K | $214.15 | -$1K | -22 | -35.5% | |
| 92 | NEE | —% | 106 | $9K | $80.28 | -$2K | -34 | -24.3% | |
| 93 | DIA | —% | 81 | $8K | $103.60 | — | +81 | — | NEW |
| 94 | UNH | —% | 24 | $8K | $330.13 | -$6K | -16 | -40.0% | |
| 95 | PANW | —% | 43 | $8K | $184.21 | -$4K | -16 | -27.1% | |
| 96 | BP | —% | 1,029 | $8K | $7.36 | -$4K | — | — | |
| 97 | BTC | —% | 172 | $7K | $38.73 | -$2K | — | — | |
| 98 | EH | —% | 501 | $7K | $13.18 | -$3K | — | — | |
| 99 | SPYD | —% | 1,375 | $6K | $4.72 | -$96 | — | — | |
| 100 | ICLN | —% | 250 | $4K | $16.43 | — | +250 | — | NEW |