TFCP

Twin Focus Capital Partners Portfolio holdings

AUM $868M
1-Year Est. Return 24.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$479M
AUM Growth
+$63.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$10M
3
+$8.17M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$7.28M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.09M

Top Sells

1
+$8.14M
2
+$6.1M
3
+$5.06M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.25M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.1M

Sector Composition

1 Technology 5.92%
2 Financials 2.45%
3 Healthcare 1.72%
4 Energy 0.92%
5 Industrials 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-2,118
227
– –
-10,233
228
– –
-2,742
229
– –
-3,123
230
– –
-5,058
6 7 8 9
10