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
$183M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$1.13M
3
+$1.12M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$934K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$928K

Top Sells

1
+$1.26M
2
+$425K
3
+$368K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$252K
5
TGNA icon
TEGNA Inc
TGNA
+$239K

Sector Composition

1 Financials 9.31%
2 Healthcare 2.17%
3 Communication Services 0.92%
4 Real Estate 0.81%
5 Technology 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.49M 0.82%
16,739
-87
27
$1.35M 0.74%
12,484
+133
28
$1.32M 0.73%
15,757
+446
29
$1.31M 0.72%
36,472
-684
30
$1.27M 0.7%
9,630
31
$1.21M 0.66%
22,253
+3,861
32
$1.18M 0.65%
26,680
+484
33
$1.14M 0.63%
+11,841
34
$1.11M 0.61%
7,820
+1,920
35
$1.11M 0.61%
15,000
-100
36
$1.07M 0.58%
2,524
-150
37
$1.03M 0.56%
14,634
+212
38
$1M 0.55%
15,194
+1
39
$988K 0.54%
26,000
40
$982K 0.54%
10,650
41
$936K 0.51%
14,420
42
$934K 0.51%
42,300
43
$917K 0.5%
8,606
-1,151
44
$805K 0.44%
113,216
45
$757K 0.41%
30,000
46
$744K 0.41%
15,492
-4,736
47
$719K 0.39%
38,530
48
$707K 0.39%
6,733
+650
49
$671K 0.37%
+20,700
50
$656K 0.36%
29,200
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