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

Top Buys

1
+$1.16M
2
+$1.12M
3
+$986K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$962K
5
XOM icon
Exxon Mobil
XOM
+$902K

Top Sells

1
+$6.66M
2
+$6.28M
3
+$4.51M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.18M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.6M

Sector Composition

1 Technology 7.46%
2 Financials 2.44%
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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240
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6 7 8 9
10