TFCP

Twin Focus Capital Partners Portfolio holdings

AUM $787M
1-Year Est. Return 18.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$238M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.69M
3
+$1.45M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.4M
5
AAPL icon
Apple
AAPL
+$988K

Top Sells

1
+$2.9M
2
+$959K
3
+$928K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$488K
5
BX icon
Blackstone
BX
+$262K

Sector Composition

1 Financials 5.68%
2 Technology 1.46%
3 Healthcare 0.78%
4 Industrials 0.64%
5 Consumer Staples 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$806K 0.34%
7,326
+236
52
$799K 0.34%
15,275
+991
53
$713K 0.3%
2,405
54
$680K 0.29%
15,844
55
$675K 0.28%
+5,042
56
$669K 0.28%
12,255
+4,186
57
$669K 0.28%
4,267
-1,340
58
$666K 0.28%
7,830
59
$649K 0.27%
+5,803
60
$637K 0.27%
2
61
$636K 0.27%
+56,807
62
$624K 0.26%
14,138
+900
63
$613K 0.26%
+52,650
64
$595K 0.25%
29,200
65
$578K 0.24%
+69,300
66
$577K 0.24%
+42,534
67
$568K 0.24%
+43,818
68
$563K 0.24%
51,800
69
$553K 0.23%
+6,000
70
$548K 0.23%
7,291
+566
71
$528K 0.22%
15,500
72
$511K 0.21%
2,648
-510
73
$487K 0.2%
+46,130
74
$472K 0.2%
61,893
75
$469K 0.2%
12,160
+1,000
1 2
3
4 5