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
$183M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$1.13M
3
+$1.12M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$934K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$928K

Top Sells

1
+$1.26M
2
+$425K
3
+$368K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$252K
5
TGNA icon
TEGNA Inc
TGNA
+$239K

Sector Composition

1 Financials 9.31%
2 Healthcare 2.17%
3 Communication Services 0.92%
4 Real Estate 0.81%
5 Technology 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$533K 0.29%
3,932
+800
52
$507K 0.28%
6,331
53
$490K 0.27%
4,121
-150
54
$453K 0.25%
+1,333
55
$429K 0.24%
5,159
+465
56
$425K 0.23%
7,931
57
$425K 0.23%
29,497
-16,592
58
$413K 0.23%
9,100
59
$409K 0.22%
4,626
+75
60
$392K 0.21%
8,440
61
$391K 0.21%
31,294
62
$357K 0.2%
20,910
63
$345K 0.19%
2,718
+125
64
$332K 0.18%
2,000
65
$322K 0.18%
22,837
66
$315K 0.17%
2,500
-10,000
67
$299K 0.16%
2,079
+75
68
$291K 0.16%
5,905
+161
69
$289K 0.16%
3,750
70
$273K 0.15%
3,342
71
$272K 0.15%
3,476
-99
72
$262K 0.14%
+9,832
73
$261K 0.14%
5,300
74
$259K 0.14%
17,904
75
$249K 0.14%
+3,684
1 2
3
4 5