TFCP

Twin Focus Capital Partners Portfolio holdings

AUM $787M
1-Year Est. Return 18.31%
This Quarter Est. Return
1 Year Est. Return
+18.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$504M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$949K
3
+$675K
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$664K
5
INFL icon
Horizon Kinetics Inflation Beneficiaries ETF
INFL
+$541K

Top Sells

1
+$1.19M
2
+$1.02M
3
+$762K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$612K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$535K

Sector Composition

1 Technology 6.6%
2 Financials 2.45%
3 Healthcare 1.44%
4 Energy 0.81%
5 Communication Services 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-1,006,950
227
– –
-2,664
228
– –
-1,995
229
– –
-1,451
230
– –
-5,100
6 7 8 9
10