TFCP
Twin Focus Capital Partners Portfolio holdings
AUM
$714M
1-Year Return
15.4%
This Quarter Return
+1.42%
1 Year Return
+15.4%
3 Year Return
+60.03%
5 Year Return
+86.12%
10 Year Return
+149.44%
AUM
$127M
AUM Growth
+$41.5M
(+48%)
Cap. Flow
+$40.3M
Cap. Flow
% of AUM
31.65%
Top 10 Holdings %
Top 10 Hldgs %
68.69%
Holding
107
New
8
Increased
31
Reduced
14
Closed
10
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$17.3M |
| 2 |
SPDR S&P Emerging Markets Small Cap ETF
EWX
|
$10.8M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$6.01M |
| 4 |
State Street
STT
|
$4M |
| 5 |
SPDR Gold Trust
GLD
|
$1.47M |
Top Sells
| 1 |
APB
Asia Pacific Fund
APB
|
$972K |
| 2 |
Verastem
VSTM
|
$887K |
| 3 |
Intercontinental Exchange
ICE
|
$528K |
| 4 |
PTC
PTC
|
$348K |
| 5 |
Procter & Gamble
PG
|
$324K |
Sector Composition
| 1 | Financials | 5.12% |
| 2 | Energy | 4.73% |
| 3 | Healthcare | 4.07% |
| 4 | Real Estate | 3.96% |
| 5 | Communication Services | 1.45% |
