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
$677M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$12.8M
3
+$11.3M
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$7.83M
5
IAU icon
iShares Gold Trust
IAU
+$5.48M

Top Sells

1
+$4.37M
2
+$2.61M
3
+$2.05M
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$1.48M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.2M

Sector Composition

1 Technology 8.3%
2 Financials 1.65%
3 Healthcare 1.3%
4 Communication Services 0.6%
5 Industrials 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.89M 0.43%
51,051
+42,164
52
$2.8M 0.41%
6,652
-145
53
$2.68M 0.4%
18,005
-140
54
$2.38M 0.35%
26,480
55
$2.34M 0.35%
29,807
-2,545
56
$2.25M 0.33%
13,302
+1
57
$2.11M 0.31%
11,155
-900
58
$2.1M 0.31%
9,050
-4,480
59
$2.02M 0.3%
9,385
+100
60
$2.01M 0.3%
17,800
61
$1.9M 0.28%
1,850
62
$1.86M 0.27%
73,380
63
$1.74M 0.26%
15,080
-505
64
$1.54M 0.23%
25,405
-18,390
65
$1.54M 0.23%
7,000
66
$1.46M 0.22%
28,112
+206
67
$1.43M 0.21%
10,847
-1,399
68
$1.38M 0.2%
5,206
-2,948
69
$1.37M 0.2%
18,111
70
$1.35M 0.2%
17,299
71
$1.35M 0.2%
8,077
72
$1.31M 0.19%
558,988
73
$1.28M 0.19%
53,845
74
$1.24M 0.18%
37,003
-6,541
75
$1.18M 0.17%
23,111
+8
1 2
3
4 5