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
101
$3.58M 0.29%
59,600
+6,100
102
$3.56M 0.29%
51,880
+27,670
103
$3.49M 0.29%
85,150
+52,480
104
$3.49M 0.29%
26,540
+6,000
105
$3.47M 0.28%
68,440
+13,900
106
$3.46M 0.28%
72,430
+2,170
107
$3.42M 0.28%
95,948
+11,806
108
$3.41M 0.28%
40,420
+15,250
109
$3.28M 0.27%
65,580
-56,960
110
$3.27M 0.27%
38,440
-9,720
111
$3.27M 0.27%
70,770
+7,640
112
$3.25M 0.27%
17,660
+90
113
$3.21M 0.26%
33,310
+180
114
$3.11M 0.26%
57,150
+7,450
115
$3.1M 0.25%
38,120
+2,920
116
$3.1M 0.25%
112,260
+52,980
117
$3.07M 0.25%
31,121
+168
118
$3.06M 0.25%
39,850
+3,910
119
$3.05M 0.25%
115,380
+25,030
120
$3.05M 0.25%
118,790
-20,170
121
$3.04M 0.25%
89,390
+9,660
122
$3.03M 0.25%
77,280
+38,100
123
$3.01M 0.25%
51,650
-1,120
124
$3M 0.25%
+103,500
125
$2.99M 0.25%
43,875
-399
3 4
5
6 7