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
$479M
AUM Growth
+$63.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$9.85M
3
+$8.12M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$7.23M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.93M

Top Sells

1
+$8.09M
2
+$5.87M
3
+$5.23M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.23M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.22M

Sector Composition

1 Technology 5.92%
2 Financials 2.39%
3 Healthcare 1.72%
4 Energy 0.92%
5 Industrials 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.7M 0.36%
7,106
-286
52
$1.64M 0.34%
8,055
-100
53
$1.56M 0.33%
2,201
+80
54
$1.44M 0.3%
99,135
55
$1.42M 0.3%
18,111
56
$1.37M 0.29%
28,059
-7,998
57
$1.33M 0.28%
12,285
+6,000
58
$1.3M 0.27%
+558,988
59
$1.3M 0.27%
17,299
60
$1.23M 0.26%
10,200
61
$1.2M 0.25%
26,519
+117
62
$1.13M 0.24%
21,839
-70
63
$1.06M 0.22%
5,802
+260
64
$1.02M 0.21%
1,006,950
65
$1.02M 0.21%
47,859
-2,028
66
$1.01M 0.21%
69,360
-520
67
$986K 0.21%
34,400
-2,700
68
$980K 0.2%
6,754
+5,033
69
$980K 0.2%
7,305
-559
70
$970K 0.2%
11,090
71
$906K 0.19%
+32,000
72
$903K 0.19%
50,345
73
$891K 0.19%
23,516
+1
74
$863K 0.18%
73,200
75
$830K 0.17%
1,566
-8
1 2
3
4 5