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
201
$1.26M 0.1%
53,075
+341
202
$1.26M 0.1%
9,900
-800
203
$1.22M 0.1%
20,680
+500
204
$1.19M 0.1%
5,490
-200
205
$1.19M 0.1%
10,160
-700
206
$1.17M 0.1%
12,660
-600
207
$1.14M 0.09%
24,440
-1,950
208
$1.14M 0.09%
13,200
-900
209
$1.09M 0.09%
+46,890
210
$1.09M 0.09%
20,910
+650
211
$1.08M 0.09%
11,670
-750
212
$1.07M 0.09%
13,960
-750
213
$1.01M 0.08%
62,630
+13,850
214
$1.01M 0.08%
11,777
+2,600
215
$1.01M 0.08%
88,460
+39,850
216
$1.01M 0.08%
13,290
-1,050
217
$994K 0.08%
15,470
-1,100
218
$984K 0.08%
+23,160
219
$975K 0.08%
17,656
+4,034
220
$963K 0.08%
59,600
+10,490
221
$957K 0.08%
5,310
-17,650
222
$939K 0.08%
16,970
-900
223
$904K 0.07%
18,248
+1,213
224
$886K 0.07%
16,650
+2,150
225
$869K 0.07%
+18,500
7 8
9
10 11