TFCP
Twin Focus Capital Partners Portfolio holdings
AUM
$714M
This Quarter Return
+1.31%
1 Year Return
+15.4%
3 Year Return
+60.03%
5 Year Return
+86.12%
10 Year Return
+149.44%
AUM
$105M
AUM Growth
+$105M
(+6%)
Cap. Flow
+$8.41M
Cap. Flow
% of AUM
7.98%
Top 10 Holdings %
Top 10 Hldgs %
57.18%
Holding
100
New
7
Increased
28
Reduced
15
Closed
23
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$4.75M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$2.73M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$1.92M |
| 4 |
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
|
$1.39M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$864K |
Top Sells
| 1 |
iShares MSCI EAFE ETF
EFA
|
$1.81M |
| 2 |
VanEck Agribusiness ETF
MOO
|
$808K |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$645K |
| 4 |
VanEck Gold Miners ETF
GDX
|
$580K |
| 5 |
Schlumberger
SLB
|
$458K |
Sector Composition
| 1 | Healthcare | 5.53% |
| 2 | Financials | 3.98% |
| 3 | Communication Services | 2.28% |
| 4 | Real Estate | 0.93% |
| 5 | Technology | 0.42% |
