TFCP
Twin Focus Capital Partners Portfolio holdings
AUM
$714M
1-Year Return
15.4%
This Quarter Return
-10.23%
1 Year Return
+15.4%
3 Year Return
+60.03%
5 Year Return
+86.12%
10 Year Return
+149.44%
AUM
$78.3M
AUM Growth
-$10.5M
(-12%)
Cap. Flow
-$260K
Cap. Flow
% of AUM
-0.33%
Top 10 Holdings %
Top 10 Hldgs %
54.65%
Holding
100
New
7
Increased
24
Reduced
15
Closed
15
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$958K |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$723K |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$608K |
| 4 |
T Rowe Price
TROW
|
$512K |
| 5 |
PTLA
Portola Pharmaceuticals, Inc.
PTLA
|
$426K |
Top Sells
| 1 |
BHBK
Blue Hills Bancorp, Inc.
BHBK
|
$673K |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$624K |
| 3 |
iShares S&P 500 Value ETF
IVE
|
$567K |
| 4 |
FCHI
ISHARES FTSE CHINA ETF
FCHI
|
$431K |
| 5 |
TEGNA Inc
TGNA
|
$308K |
Sector Composition
| 1 | Healthcare | 4.72% |
| 2 | Energy | 3.9% |
| 3 | Financials | 3.37% |
| 4 | Communication Services | 1.02% |
| 5 | Consumer Staples | 1.01% |
