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
126
$2.95M 0.24%
63,930
+220
127
$2.9M 0.24%
53,110
+11,800
128
$2.9M 0.24%
76,300
+42,000
129
$2.86M 0.23%
23,890
+160
130
$2.85M 0.23%
216,350
+1,260
131
$2.8M 0.23%
54,490
-220
132
$2.75M 0.23%
218,830
+151,640
133
$2.75M 0.23%
30,370
+1,830
134
$2.74M 0.22%
134,190
-180
135
$2.73M 0.22%
+309,236
136
$2.72M 0.22%
57,680
+560
137
$2.72M 0.22%
60,530
+320
138
$2.68M 0.22%
81,950
+2,530
139
$2.67M 0.22%
77,170
+17,350
140
$2.63M 0.22%
186,740
+1,000
141
$2.52M 0.21%
58,625
+48,303
142
$2.51M 0.21%
60,350
+18,700
143
$2.5M 0.21%
46,930
-650
144
$2.48M 0.2%
12,730
+90
145
$2.44M 0.2%
28,980
+6,900
146
$2.44M 0.2%
29,855
+23,790
147
$2.44M 0.2%
41,140
-51,510
148
$2.41M 0.2%
13,030
+2,950
149
$2.4M 0.2%
53,581
+270
150
$2.37M 0.19%
152,533
+17,495
4 5
6
7 8