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
$1.29B
AUM Growth
+$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$7.96M
2
+$3.25M
3
+$3.22M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.09M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$3.04M

Top Sells

1
+$7.04M
2
+$3.44M
3
+$2.8M
4
KO icon
Coca-Cola
KO
+$2.6M
5
EBAY icon
eBay
EBAY
+$2.51M

Sector Composition

1 Financials 13.08%
2 Technology 12.62%
3 Healthcare 12.33%
4 Communication Services 9.26%
5 Industrials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.12M 0.55%
131,780
+5,310
52
$7.09M 0.55%
69,066
+4,555
53
$7.07M 0.55%
231,480
-27,540
54
$6.92M 0.54%
80,910
+3,570
55
$6.76M 0.52%
113,210
+4,950
56
$6.46M 0.5%
47,106
+1,590
57
$6.31M 0.49%
133,810
+4,190
58
$6.3M 0.49%
49,670
-16,680
59
$6.28M 0.49%
72,510
+3,150
60
$6.18M 0.48%
75,080
+7,710
61
$6.17M 0.48%
92,500
+3,990
62
$5.99M 0.46%
45,570
+1,720
63
$5.89M 0.46%
71,930
+2,780
64
$5.6M 0.43%
62,620
+2,940
65
$5.54M 0.43%
188,400
+13,740
66
$5.53M 0.43%
112,640
-1,990
67
$5.5M 0.43%
74,510
+12,430
68
$5.49M 0.43%
47,540
+10,620
69
$5.42M 0.42%
84,450
+8,470
70
$5.23M 0.41%
166,310
+27,130
71
$5.23M 0.41%
286,500
+24,900
72
$5.22M 0.4%
90,210
+6,420
73
$5.18M 0.4%
37,160
+2,010
74
$5.12M 0.4%
133,902
+7,750
75
$5.04M 0.39%
99,832
+5,177
1 2
3
4 5