TFCP

Twin Focus Capital Partners Portfolio holdings

AUM $787M
1-Year Est. Return 18.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$238M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.69M
3
+$1.45M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.4M
5
AAPL icon
Apple
AAPL
+$988K

Top Sells

1
+$2.9M
2
+$959K
3
+$928K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$488K
5
BX icon
Blackstone
BX
+$262K

Sector Composition

1 Financials 5.68%
2 Technology 1.46%
3 Healthcare 0.78%
4 Industrials 0.64%
5 Consumer Staples 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.95M 0.82%
17,800
27
$1.83M 0.77%
23,352
+2,081
28
$1.78M 0.75%
11,434
+1
29
$1.73M 0.73%
18,111
30
$1.69M 0.71%
+109,457
31
$1.64M 0.69%
16,236
+993
32
$1.61M 0.68%
18,782
33
$1.5M 0.63%
30,324
+19,968
34
$1.49M 0.63%
25,984
-560
35
$1.4M 0.59%
+17,299
36
$1.35M 0.57%
8,100
-2,920
37
$1.25M 0.53%
28,404
+713
38
$1.24M 0.52%
48,500
39
$1.21M 0.51%
10,441
-825
40
$1.2M 0.51%
25,715
+35
41
$1.16M 0.49%
10,420
+120
42
$1.13M 0.48%
21,400
43
$1.1M 0.46%
30,000
44
$1.02M 0.43%
10,200
45
$969K 0.41%
2,064
46
$881K 0.37%
10,391
+653
47
$842K 0.35%
+74,871
48
$839K 0.35%
15,013
-136
49
$811K 0.34%
9,098
-72
50
$809K 0.34%
+16,410
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