TFCP
Twin Focus Capital Partners Portfolio holdings
AUM
$714M
This Quarter Return
+5.21%
1 Year Return
+15.4%
3 Year Return
+60.03%
5 Year Return
+86.12%
10 Year Return
+149.44%
AUM
$127M
AUM Growth
+$127M
(+20%)
Cap. Flow
+$14.9M
Cap. Flow
% of AUM
11.78%
Top 10 Holdings %
Top 10 Hldgs %
55.17%
Holding
88
New
11
Increased
33
Reduced
14
Closed
3
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$2.9M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$2.24M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
$1.95M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$1.7M |
| 5 |
VanEck Gold Miners ETF
GDX
|
$1.17M |
Top Sells
| 1 |
iShares Russell 3000 ETF
IWV
|
$1.16M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$485K |
| 3 |
CVS Health
CVS
|
$227K |
| 4 |
SPDR Gold Trust
GLD
|
$136K |
| 5 |
iShares Morningstar Growth ETF
ILCG
|
$95.4K |
Sector Composition
| 1 | Financials | 7.16% |
| 2 | Healthcare | 4.49% |
| 3 | Communication Services | 3.11% |
| 4 | Real Estate | 0.86% |
| 5 | Consumer Staples | 0.82% |
