TFCP
Twin Focus Capital Partners Portfolio holdings
AUM
$714M
1-Year Return
15.4%
This Quarter Return
-0.16%
1 Year Return
+15.4%
3 Year Return
+60.03%
5 Year Return
+86.12%
10 Year Return
+149.44%
AUM
$201M
AUM Growth
+$4M
(+2%)
Cap. Flow
+$4.04M
Cap. Flow
% of AUM
2.01%
Top 10 Holdings %
Top 10 Hldgs %
51.64%
Holding
111
New
13
Increased
26
Reduced
19
Closed
9
Top Buys
| 1 |
SMC
Summit Midstream Corporation
SMC
|
$1.69M |
| 2 |
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
|
$1.22M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$832K |
| 4 |
Bank of New York Mellon
BK
|
$682K |
| 5 |
Cheniere Energy
CQP
|
$632K |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$1.2M |
| 2 |
Apple
AAPL
|
$854K |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$630K |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$502K |
| 5 |
Alphabet (Google) Class C
GOOG
|
$476K |
Sector Composition
| 1 | Financials | 8.49% |
| 2 | Healthcare | 2.24% |
| 3 | Energy | 1.7% |
| 4 | Consumer Staples | 0.63% |
| 5 | Technology | 0.62% |
