TFCP
Twin Focus Capital Partners Portfolio holdings
AUM
$714M
This Quarter Return
+0.34%
1 Year Return
+15.4%
3 Year Return
+60.03%
5 Year Return
+86.12%
10 Year Return
+149.44%
AUM
$154M
AUM Growth
+$154M
(+6.4%)
Cap. Flow
+$10.6M
Cap. Flow
% of AUM
6.89%
Top 10 Holdings %
Top 10 Hldgs %
54.44%
Holding
99
New
9
Increased
33
Reduced
14
Closed
10
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$2.69M |
| 2 |
Apple
AAPL
|
$1.14M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$1.04M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$943K |
| 5 |
Intercontinental Exchange
ICE
|
$725K |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$520K |
| 2 |
AGN
Allergan plc
AGN
|
$303K |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$255K |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$234K |
| 5 |
Medtronic
MDT
|
$231K |
Sector Composition
| 1 | Financials | 8.26% |
| 2 | Healthcare | 4.25% |
| 3 | Communication Services | 1.07% |
| 4 | Technology | 1.04% |
| 5 | Real Estate | 0.73% |
