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
51
$6.9M 0.57%
210,826
-73,800
52
$6.88M 0.56%
113,725
+82,453
53
$6.72M 0.55%
77,340
+7,980
54
$6.7M 0.55%
64,511
+2,840
55
$6.69M 0.55%
126,470
+40,850
56
$6.66M 0.55%
45,516
+5,830
57
$6.5M 0.53%
108,260
+12,400
58
$6.17M 0.51%
69,150
+4,010
59
$6.02M 0.49%
43,850
+3,480
60
$5.6M 0.46%
58,730
+7,340
61
$5.58M 0.46%
34,520
+8,660
62
$5.56M 0.46%
59,680
+8,050
63
$5.54M 0.45%
114,630
+13,400
64
$5.37M 0.44%
75,980
+8,240
65
$5.28M 0.43%
126,152
+37,680
66
$5.15M 0.42%
79,570
+7,760
67
$5.01M 0.41%
129,620
+12,840
68
$4.89M 0.4%
67,370
+16,910
69
$4.87M 0.4%
+62,080
70
$4.78M 0.39%
27,870
-80
71
$4.77M 0.39%
94,655
-30,927
72
$4.73M 0.39%
139,180
+16,920
73
$4.72M 0.39%
88,510
+10,150
74
$4.63M 0.38%
15,120
+1,300
75
$4.62M 0.38%
67,970
+3,900
1 2
3
4 5