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
76
$4.6M 0.38%
34,957
-2,009
77
$4.6M 0.38%
174,660
+4,620
78
$4.51M 0.37%
83,790
-1,380
79
$4.49M 0.37%
70,490
+22,699
80
$4.44M 0.36%
22,520
+1,980
81
$4.43M 0.36%
35,150
-3,014
82
$4.42M 0.36%
261,600
+1,800
83
$4.39M 0.36%
23,980
+5,350
84
$4.34M 0.36%
69,990
-36,180
85
$4.23M 0.35%
82,500
+43,750
86
$4.18M 0.34%
67,380
+10,440
87
$4.18M 0.34%
152,210
+17,020
88
$4.15M 0.34%
94,270
+6,250
89
$4.12M 0.34%
81,880
+6,420
90
$3.98M 0.33%
61,780
+5,930
91
$3.93M 0.32%
91,590
-57,450
92
$3.9M 0.32%
490,800
+59,600
93
$3.89M 0.32%
15,690
+100
94
$3.86M 0.32%
36,920
+170
95
$3.85M 0.32%
11,300
-330
96
$3.81M 0.31%
+132,800
97
$3.78M 0.31%
46,910
+10,600
98
$3.75M 0.31%
44,220
-1,040
99
$3.73M 0.31%
30,410
+6,850
100
$3.68M 0.3%
19,310
+2,550
2 3
4
5 6