TCM

Twin Capital Management Portfolio holdings

AUM $941M
1-Year Est. Return 23.22%
This Quarter Est. Return
1 Year Est. Return
+23.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.22B
AUM Growth
+$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$8.86M
2
+$5.78M
3
+$4.99M
4
CRM icon
Salesforce
CRM
+$4.87M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$3.81M

Top Sells

1
+$4.48M
2
+$4.1M
3
+$3.82M
4
BND icon
Vanguard Total Bond Market
BND
+$3.69M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.43M

Sector Composition

1 Financials 13.92%
2 Healthcare 13.23%
3 Technology 12.42%
4 Industrials 8.85%
5 Consumer Discretionary 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$864K 0.07%
+4,560
227
$851K 0.07%
7,200
+2,970
228
$850K 0.07%
23,960
-43,060
229
$849K 0.07%
16,150
-1,300
230
$837K 0.07%
11,610
+2,280
231
$824K 0.07%
24,740
-270
232
$818K 0.07%
+27,300
233
$801K 0.07%
19,060
-1,550
234
$789K 0.06%
23,560
-1,900
235
$776K 0.06%
110,720
+560
236
$755K 0.06%
18,269
-47,865
237
$737K 0.06%
+18,290
238
$728K 0.06%
6,820
+2,050
239
$719K 0.06%
26,490
-8,100
240
$618K 0.05%
13,700
-1,050
241
$614K 0.05%
4,310
+700
242
$602K 0.05%
+4,160
243
$585K 0.05%
25,680
-2,000
244
$528K 0.04%
7,840
+1,300
245
$526K 0.04%
5,970
-500
246
$496K 0.04%
9,160
+1,450
247
$494K 0.04%
8,780
+1,450
248
$465K 0.04%
2,910
+400
249
$458K 0.04%
12,530
-300
250
$455K 0.04%
6,990
+1,130
8 9
10
11 12