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
$274M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$1.01M
3
+$873K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$801K
5
IAU icon
iShares Gold Trust
IAU
+$759K

Top Sells

1
+$735K
2
+$674K
3
+$395K
4
AAPL icon
Apple
AAPL
+$324K
5
WIA
Western Asset Inflation-Linked Income Fund
WIA
+$297K

Sector Composition

1 Financials 6.31%
2 Technology 2.32%
3 Energy 1.23%
4 Healthcare 1.11%
5 Communication Services 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.31M 0.84%
44,236
+8,562
27
$2.28M 0.83%
17,804
28
$2.2M 0.8%
49,503
29
$2.15M 0.78%
18,111
30
$1.96M 0.71%
52,200
31
$1.94M 0.71%
49,500
+1,000
32
$1.88M 0.68%
18,780
33
$1.88M 0.68%
12,531
+134
34
$1.83M 0.67%
43,487
-206
35
$1.77M 0.65%
109,457
36
$1.72M 0.63%
21,289
+155
37
$1.7M 0.62%
24,262
+309
38
$1.48M 0.54%
26,795
+8,290
39
$1.47M 0.54%
130,903
+27,500
40
$1.43M 0.52%
17,299
41
$1.4M 0.51%
30,111
-270
42
$1.33M 0.49%
14,445
43
$1.31M 0.48%
22,551
-397
44
$1.27M 0.46%
12,130
-200
45
$1.21M 0.44%
28,933
46
$1.12M 0.41%
1,994
-80
47
$1.12M 0.41%
19,545
+3,143
48
$1.11M 0.4%
6,300
49
$1.05M 0.38%
12,965
+6
50
$1.04M 0.38%
5,311
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