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
$495M
AUM Growth
-$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.19M
3
+$1.1M
4
IBM icon
IBM
IBM
+$1.02M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.01M

Top Sells

1
+$6.64M
2
+$6.63M
3
+$4.51M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.42M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.81M

Sector Composition

1 Technology 7.46%
2 Financials 2.38%
3 Healthcare 1.83%
4 Communication Services 1%
5 Energy 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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230
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231
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232
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233
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234
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235
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236
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237
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238
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239
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-21,699
240
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6 7 8 9
10