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
$495M
AUM Growth
-$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.19M
3
+$1.1M
4
IBM icon
IBM
IBM
+$1.02M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.01M

Top Sells

1
+$6.64M
2
+$6.63M
3
+$4.51M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.42M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.81M

Sector Composition

1 Technology 7.46%
2 Financials 2.38%
3 Healthcare 1.83%
4 Communication Services 1%
5 Energy 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.53M 1.12%
174,925
-12,813
27
$5.43M 1.1%
42,146
28
$5.22M 1.05%
27,862
-1,862
29
$5.09M 1.03%
68,675
+318
30
$5.09M 1.03%
97,315
-11,055
31
$4.95M 1%
35,747
-5,218
32
$4.74M 0.96%
10,625
33
$4.56M 0.92%
84,276
-13,985
34
$4.5M 0.91%
18,375
35
$4.48M 0.91%
61,337
-7,107
36
$4.09M 0.83%
12,017
-201
37
$3.78M 0.76%
25,423
-12,295
38
$3.38M 0.68%
13,276
-26,100
39
$3.29M 0.66%
20,832
40
$3.26M 0.66%
33,649
+348
41
$3.08M 0.62%
10,886
-7,605
42
$3.06M 0.62%
72,220
+2,900
43
$3.04M 0.61%
24,799
-324
44
$2.89M 0.58%
20,338
+232
45
$2.37M 0.48%
21,000
46
$2.24M 0.45%
35,950
-5,305
47
$2.08M 0.42%
18,415
-559
48
$2M 0.4%
17,870
+40
49
$1.88M 0.38%
10,834
+2,606
50
$1.8M 0.36%
8,182
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