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
$445M
AUM Growth
-$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$4.16M
3
+$3.34M
4
MAPS icon
WM Technology
MAPS
+$3.31M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.13M

Top Sells

1
+$6.49M
2
+$2.99M
3
+$2.91M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.17M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$1.03M

Sector Composition

1 Technology 6.36%
2 Financials 2.5%
3 Healthcare 1.65%
4 Energy 0.72%
5 Communication Services 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.44M 0.32%
6,601
-125
52
$1.43M 0.32%
6,866
+100
53
$1.32M 0.3%
13,300
54
$1.32M 0.3%
17,299
55
$1.32M 0.3%
52,000
-118,000
56
$1.29M 0.29%
2,117
-6
57
$1.28M 0.29%
29,948
-21
58
$1.25M 0.28%
10,603
-597
59
$1.24M 0.28%
24,038
60
$1.15M 0.26%
49,657
61
$1.09M 0.24%
39,750
62
$1.07M 0.24%
70,450
-1,140
63
$1M 0.23%
5,692
64
$963K 0.22%
8,548
+82
65
$950K 0.21%
21,111
-160
66
$931K 0.21%
9,104
67
$879K 0.2%
17,752
-3,762
68
$851K 0.19%
12,810
-516
69
$847K 0.19%
50,345
70
$831K 0.19%
1,618
-69
71
$793K 0.18%
16,000
72
$793K 0.18%
11,090
-330
73
$781K 0.18%
3,010
+10
74
$763K 0.17%
+14,160
75
$757K 0.17%
7,447
+9
1 2
3
4 5