Asset Manager
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Turim 21 Investimentos Ltda.
Market Value
$377M
+60.6%
Holdings
154
+27
New Purchases
47
Added To
14
Closed
44
Reduced
19
Top 10 Concentration
92.4%
Turnover
59.1%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| VTWO | 13.26% | 0.00% | +13.26% | $50M |
| ISHG | 9.06% | 0.00% | +9.06% | $34M |
| GOOG | 5.72% | 0.83% | +4.88% | $22M |
| AMZN | 6.52% | 1.65% | +4.87% | $25M |
| MSFT | 5.62% | 1.32% | +4.30% | $21M |
| BMA | 2.83% | 0.00% | +2.83% | $11M |
| URNM | 0.80% | 0.00% | +0.80% | $3M |
| IBIT | 1.23% | 0.61% | +0.62% | $5M |
| PAGS | 0.59% | 0.00% | +0.59% | $2M |
| GDX | 0.07% | 0.00% | +0.07% | $256K |
| IEF | 0.15% | 0.09% | +0.06% | $575K |
| VCIT | 0.07% | 0.02% | +0.06% | $281K |
| HAL | 0.05% | 0.00% | +0.05% | $198K |
| SLB | 0.05% | 0.00% | +0.05% | $192K |
| MUB | 0.04% | 0.00% | +0.04% | $161K |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| EFA | 0.00% | 18.06% | -18.06% | $0 |
| IEMG | 0.13% | 6.24% | -6.12% | $481K |
| VALE | 11.29% | 17.36% | -6.07% | $43M |
| VTI | 34.88% | 37.98% | -3.10% | $132M |
| EMXC | 0.00% | 1.68% | -1.68% | $0 |
| ERIC | 2.00% | 2.75% | -0.75% | $8M |
| XOP | 0.24% | 0.87% | -0.63% | $899K |
| BRK-A | 0.76% | 1.28% | -0.52% | $3M |
| PXD | 0.40% | 0.78% | -0.38% | $1M |
| DIS | 0.36% | 0.73% | -0.37% | $1M |
| BIL | 0.56% | 0.94% | -0.37% | $2M |
| AAPL | 0.47% | 0.82% | -0.35% | $2M |
| EEM | 0.01% | 0.29% | -0.28% | $51K |
| KWEB | 0.27% | 0.51% | -0.25% | $1M |
| CCJ | 0.00% | 0.21% | -0.21% | $0 |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 36 | $205M | 54.3% |
| Large Cap | 62 | $115M | 30.4% |
| Mid Cap | 28 | $19M | 5.1% |
| Small Cap | 25 | $38M | 10.1% |
| Micro Cap | 3 | $65K | 0.0% |
Portfolio Analytics
Avg Market Cap
$323.1B
Median Market Cap
$42.2B
Avg P/E
34.3
Median P/E
22.6
Avg Dividend Yield
0.03%
Avg Beta
1.03
# Stocks
86
# ETFs / Funds
68
Top Holdings (154 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | 34.88% | 202,435 | $132M | $650.34 | $42M | +71,509 | +54.6% | |
| 2 | VTWO | 13.26% | 116,292 | $50M | $430.29 | — | +116,292 | — | NEW |
| 3 | VALE | 11.29% | 2,678,876 | $43M | $15.91 | $2M | -452,770 | -14.5% | |
| 4 | ISHG | 9.06% | 460,975 | $34M | $74.18 | — | +460,975 | — | NEW |
| 5 | AMZN | 6.52% | 118,177 | $25M | $208.27 | $21M | +101,406 | +604.6% | |
| 6 | GOOG | 5.72% | 75,202 | $22M | $286.86 | $20M | +68,974 | +1107.5% | |
| 7 | MSFT | 5.62% | 57,284 | $21M | $370.17 | $18M | +50,852 | +790.6% | |
| 8 | BMA | 2.83% | 528,547 | $11M | $20.19 | — | +528,547 | — | NEW |
| 9 | ERIC | 2.00% | 670,000 | $8M | $11.27 | $1M | — | — | |
| 10 | IBIT | 1.23% | 121,192 | $5M | $38.42 | $3M | +92,294 | +319.4% | |
| 11 | URNM | 0.80% | 47,482 | $3M | $63.43 | — | +47,482 | — | NEW |
| 12 | BRK-A | 0.76% | 4 | $3M | $718,140.00 | -$147K | — | — | |
| 13 | PAGS | 0.59% | 149,618 | $2M | $14.87 | — | +149,618 | — | NEW |
| 14 | BIL | 0.56% | 23,246 | $2M | $91.64 | -$69K | -820 | -3.4% | |
| 15 | GGAL | 0.51% | 41,586 | $2M | $46.71 | $657K | +17,746 | +74.4% | |
| 16 | AAPL | 0.47% | 6,967 | $2M | $253.79 | -$162K | -133 | -1.9% | |
| 17 | PXD | 0.40% | 12,000 | $1M | $124.80 | -$326K | — | — | |
| 18 | CROX | 0.38% | 123,215 | $1M | $11.60 | $296K | — | — | |
| 19 | DIS | 0.36% | 14,169 | $1M | $96.38 | -$361K | -1,010 | -6.7% | |
| 20 | KWEB | 0.27% | 35,359 | $1M | $28.43 | -$199K | — | — | |
| 21 | EL | 0.26% | 3,788 | $969K | $255.85 | $73K | +290 | +8.3% | |
| 22 | XOP | 0.24% | 4,683 | $899K | $191.92 | -$1M | -5,963 | -56.0% | |
| 23 | TIP | 0.19% | 6,570 | $725K | $110.36 | $3K | — | — | |
| 24 | IEF | 0.15% | 6,026 | $575K | $95.44 | $367K | +3,860 | +178.2% | |
| 25 | SGML | 0.15% | 45,000 | $555K | $12.34 | -$168K | -10,000 | -18.2% | |
| 26 | IEMG | 0.13% | 6,891 | $481K | $69.75 | -$14M | -211,429 | -96.8% | |
| 27 | EWZ | 0.11% | 11,273 | $433K | $38.39 | -$259K | -10,510 | -48.2% | |
| 28 | IVV | 0.08% | 436 | $285K | $653.21 | $66K | +116 | +36.2% | |
| 29 | ETHE | 0.08% | 16,600 | $283K | $17.07 | -$210K | -3,650 | -18.0% | |
| 30 | VCIT | 0.07% | 3,392 | $281K | $82.75 | $237K | +2,871 | +551.1% | |
| 31 | IEI | 0.07% | 2,335 | $276K | $118.24 | $17K | +168 | +7.8% | |
| 32 | GDX | 0.07% | 2,788 | $256K | $91.77 | — | +2,788 | — | NEW |
| 33 | BITW | 0.06% | 5,062 | $226K | $44.61 | -$250K | -3,038 | -37.5% | |
| 34 | NVDA | 0.06% | 1,268 | $221K | $174.40 | $124K | +749 | +144.3% | |
| 35 | HAL | 0.05% | 5,068 | $198K | $38.99 | — | +5,068 | — | NEW |
| 36 | SLB | 0.05% | 3,731 | $192K | $51.39 | — | +3,731 | — | NEW |
| 37 | GOOGL | 0.05% | 593 | $171K | $287.56 | $22K | +119 | +25.1% | |
| 38 | OBDC | 0.05% | 15,416 | $171K | $11.06 | -$21K | — | — | |
| 39 | MUB | 0.04% | 1,514 | $161K | $106.15 | — | +1,514 | — | NEW |
| 40 | VV | 0.04% | 505 | $151K | $298.85 | -$8K | — | — | |
| 41 | NXE | 0.03% | 579 | $111K | $192.07 | — | +579 | — | NEW |
| 42 | DMRC | 0.03% | 20,087 | $99K | $4.91 | -$293K | -39,672 | -66.4% | |
| 43 | IDEV | 0.03% | 1,133 | $95K | $83.57 | $1K | — | — | |
| 44 | SHEL | 0.02% | 2,940 | $90K | $30.68 | $10K | — | — | |
| 45 | IVE | 0.02% | 929 | $71K | $76.35 | -$16K | -277 | -23.0% | |
| 46 | CPER | 0.02% | 1,884 | $65K | $34.43 | — | +1,884 | — | NEW |
| 47 | JPM | 0.02% | 210 | $62K | $294.16 | — | +210 | — | NEW |
| 48 | HODL | 0.01% | 2,708 | $52K | $19.16 | -$15K | — | — | |
| 49 | FBTC | 0.01% | 877 | $52K | $59.03 | -$15K | — | — | |
| 50 | ARKB | 0.01% | 2,301 | $52K | $22.49 | -$15K | — | — | |
| 51 | BITB | 0.01% | 1,405 | $52K | $36.81 | -$15K | — | — | |
| 52 | EEM | 0.01% | 890 | $51K | $56.79 | -$640K | -11,733 | -93.0% | |
| 53 | XLE | 0.01% | 800 | $49K | $61.26 | $13K | — | — | |
| 54 | IEFA | 0.01% | 513 | $46K | $90.53 | -$49K | -559 | -52.1% | |
| 55 | CAT | 0.01% | 65 | $46K | $708.46 | — | +65 | — | NEW |
| 56 | IGV | 0.01% | 6,100 | $45K | $7.30 | -$296K | -40,000 | -86.8% | |
| 57 | LHX | 0.01% | 462 | $41K | $88.16 | — | +462 | — | NEW |
| 58 | TSLA | 0.01% | 108 | $40K | $371.75 | -$141K | -294 | -73.1% | |
| 59 | COMT | 0.01% | 197 | $38K | $192.90 | — | +197 | — | NEW |
| 60 | WMT | 0.01% | 296 | $37K | $124.28 | — | +296 | — | NEW |
| 61 | BND | 0.01% | 484 | $36K | $73.64 | -$208 | — | — | |
| 62 | SOXX | 0.01% | 2,450 | $35K | $14.37 | -$6K | — | — | |
| 63 | TSM | 0.01% | 26 | $34K | $1,320.85 | — | +26 | — | NEW |
| 64 | MS | 0.01% | 194 | $32K | $164.57 | — | +194 | — | NEW |
| 65 | ETH | 0.01% | 1,500 | $30K | $19.86 | — | +1,500 | — | NEW |
| 66 | BAM | 0.01% | 620 | $29K | $47.00 | — | +620 | — | NEW |
| 67 | GS | 0.01% | 29 | $25K | $846.00 | — | +29 | — | NEW |
| 68 | FCX | 0.01% | 410 | $24K | $58.78 | — | +410 | — | NEW |
| 69 | COST | 0.01% | 24 | $24K | $996.42 | — | +24 | — | NEW |
| 70 | GSK | 0.01% | 404 | $22K | $55.19 | — | +404 | — | NEW |
| 71 | BAC | 0.01% | 447 | $22K | $48.75 | — | +447 | — | NEW |
| 72 | EUFN | 0.01% | 329 | $22K | $66.11 | — | +329 | — | NEW |
| 73 | HD | 0.01% | 65 | $21K | $328.89 | — | +65 | — | NEW |
| 74 | META | 0.01% | 35 | $20K | $572.14 | $4K | +10 | +40.0% | |
| 75 | AXP | 0.01% | 63 | $19K | $302.48 | — | +63 | — | NEW |
| 76 | JOBY | —% | 2,057 | $17K | $8.26 | -$10K | — | — | |
| 77 | COPX | —% | 182 | $17K | $93.00 | — | +182 | — | NEW |
| 78 | BBD | —% | 1,980 | $17K | $8.38 | -$456K | -64,021 | -97.0% | |
| 79 | SAN | —% | 1,699 | $16K | $9.49 | — | +1,699 | — | NEW |
| 80 | AVGO | —% | 50 | $15K | $309.52 | -$2K | -1 | -2.0% | |
| 81 | BILL | —% | 392 | $15K | $38.30 | -$6K | — | — | |
| 82 | ISRG | —% | 32 | $15K | $461.00 | — | +32 | — | NEW |
| 83 | FIG | —% | 653 | $14K | $21.14 | -$11K | — | — | |
| 84 | MRK | —% | 114 | $14K | $120.29 | — | +114 | — | NEW |
| 85 | IR | —% | 163 | $13K | $80.12 | — | +163 | — | NEW |
| 86 | NFLX | —% | 110 | $11K | $96.15 | -$3K | -30 | -21.4% | |
| 87 | ACHR | —% | 1,944 | $10K | $5.17 | -$5K | — | — | |
| 88 | BCS | —% | 472 | $10K | $21.16 | — | +472 | — | NEW |
| 89 | FSLY | —% | 328 | $10K | $29.06 | $6K | — | — | |
| 90 | IHE | —% | 109 | $9K | $86.68 | — | +109 | — | NEW |
| 91 | ORCL | —% | 63 | $9K | $147.11 | — | +63 | — | NEW |
| 92 | ABBV | —% | 39 | $8K | $217.49 | — | +39 | — | NEW |
| 93 | HSBC | —% | 92 | $8K | $82.49 | — | +92 | — | NEW |
| 94 | SONY | —% | 354 | $7K | $20.70 | — | +354 | — | NEW |
| 95 | SAP | —% | 41 | $7K | $171.22 | — | +41 | — | NEW |
| 96 | LLY | —% | 7 | $6K | $919.71 | — | +7 | — | NEW |
| 97 | BP | —% | 1,029 | $6K | $5.82 | -$2K | — | — | |
| 98 | NVO | —% | 151 | $6K | $36.75 | — | +151 | — | NEW |
| 99 | LYG | —% | 1,064 | $5K | $5.03 | — | +1,064 | — | NEW |
| 100 | BTC | —% | 172 | $5K | $29.99 | -$2K | — | — |