TCM

Twin Capital Management Portfolio holdings

AUM $806M
1-Year Est. Return 26.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.49%
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
+$8.88M
2
+$6.03M
3
+$4.99M
4
CRM icon
Salesforce
CRM
+$4.85M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$3.92M

Top Sells

1
+$4.48M
2
+$4.1M
3
+$3.82M
4
BND icon
Vanguard Total Bond Market
BND
+$3.72M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.46M

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
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277
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279
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280
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-42,360
281
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-352,342
282
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-47,367
283
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-3,500
284
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-9,700
285
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-18,820
286
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-44,455
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