TFCP

Twin Focus Capital Partners Portfolio holdings

AUM $714M
1-Year Est. Return 15.4%
This Quarter Est. Return
1 Year Est. Return
+15.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.24M
3
+$1.95M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.7M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$1.17M

Top Sells

1
+$1.16M
2
+$485K
3
+$227K
4
GLD icon
SPDR Gold Trust
GLD
+$136K
5
ILCG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.21M 0.95%
12,994
-138
27
$1.17M 0.93%
+42,303
28
$1.1M 0.87%
14,828
+3,213
29
$1.09M 0.86%
9,624
+47
30
$1.06M 0.84%
30,165
+3,939
31
$1.05M 0.83%
12,424
+4,660
32
$990K 0.78%
100,000
33
$958K 0.76%
8,484
+2,007
34
$956K 0.76%
13,100
35
$916K 0.72%
4,767
+708
36
$895K 0.71%
10,479
+23
37
$874K 0.69%
26,000
38
$771K 0.61%
2,250
39
$765K 0.6%
11,210
+2,200
40
$731K 0.58%
+30,024
41
$686K 0.54%
5,531
-9,376
42
$672K 0.53%
15,972
+1,760
43
$615K 0.49%
29,200
44
$601K 0.47%
11,740
45
$542K 0.43%
36,564
-305
46
$512K 0.4%
6,331
-50
47
$508K 0.4%
5,224
+121
48
$470K 0.37%
3,852
+8
49
$419K 0.33%
31,294
50
$409K 0.32%
17,116
+1,016
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