TFCP
Twin Focus Capital Partners Portfolio holdings
AUM
$714M
This Quarter Return
+4.25%
1 Year Return
+15.4%
3 Year Return
+60.03%
5 Year Return
+86.12%
10 Year Return
+149.44%
AUM
$144M
AUM Growth
+$144M
(+14%)
Cap. Flow
+$13.4M
Cap. Flow
% of AUM
9.27%
Top 10 Holdings %
Top 10 Hldgs %
57.22%
Holding
101
New
17
Increased
26
Reduced
17
Closed
11
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$4.63M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$2.39M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$2M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$1.93M |
| 5 |
iShares Europe ETF
IEV
|
$1.02M |
Top Sells
| 1 |
DWA
DREAMWORKS ANIMATION SKG INC CL-A
DWA
|
$3.07M |
| 2 |
TIVO
TIVO INC
TIVO
|
$990K |
| 3 |
Vanguard Total Bond Market
BND
|
$766K |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$500K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$479K |
Sector Composition
| 1 | Financials | 5.81% |
| 2 | Healthcare | 4.62% |
| 3 | Real Estate | 0.83% |
| 4 | Communication Services | 0.55% |
| 5 | Industrials | 0.52% |
