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
$445M
AUM Growth
-$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$4.16M
3
+$3.34M
4
MAPS icon
WM Technology
MAPS
+$3.31M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.13M

Top Sells

1
+$6.49M
2
+$2.99M
3
+$2.91M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.17M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$1.03M

Sector Composition

1 Technology 6.36%
2 Financials 2.5%
3 Healthcare 1.65%
4 Energy 0.72%
5 Communication Services 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.2M 1.17%
45,597
-56,937
27
$5.16M 1.16%
30,451
-196
28
$5.04M 1.13%
42,146
29
$4.91M 1.1%
48,247
+12,351
30
$4.88M 1.1%
21,912
+2,702
31
$4.87M 1.09%
93,115
+79,520
32
$4.66M 1.05%
72,104
+800
33
$4.62M 1.04%
19,625
+650
34
$4.38M 0.98%
60,713
+2,440
35
$4.06M 0.91%
10,718
-118
36
$3.7M 0.83%
25,546
-8,060
37
$3.31M 0.74%
+1,006,950
38
$3.3M 0.74%
38,647
+36
39
$2.14M 0.48%
8,318
+675
40
$2.08M 0.47%
18,350
-11
41
$2.07M 0.46%
41,255
42
$2.06M 0.46%
22,333
+16
43
$1.95M 0.44%
40,057
-423
44
$1.91M 0.43%
219,624
+30,000
45
$1.78M 0.4%
18,924
-46
46
$1.78M 0.4%
115,857
47
$1.73M 0.39%
13,084
48
$1.67M 0.37%
14,048
+34
49
$1.66M 0.37%
18,111
50
$1.61M 0.36%
8,180
+800
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