TFCP

Twin Focus Capital Partners Portfolio holdings

AUM $868M
1-Year Est. Return 24.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$714M
AUM Growth
+$70.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$9.92M
3
+$3.99M
4
BKGI icon
BNY Mellon Global Infrastructure Income ETF
BKGI
+$3.47M
5
AMZN icon
Amazon
AMZN
+$2.98M

Top Sells

1
+$9.82M
2
+$4.53M
3
+$4.07M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$3.96M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.36M

Sector Composition

1 Technology 8.83%
2 Financials 1.52%
3 Healthcare 0.98%
4 Consumer Discretionary 0.62%
5 Industrials 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.93M 0.41%
13,593
-11,715
52
$2.81M 0.39%
31,858
-1,823
53
$2.73M 0.38%
14,177
-2,150
54
$2.69M 0.38%
6,098
55
$2.23M 0.31%
27,534
-389
56
$2.11M 0.3%
19,328
-842
57
$2.06M 0.29%
7,000
58
$1.97M 0.28%
11,180
+450
59
$1.94M 0.27%
1,850
60
$1.93M 0.27%
7,000
-2,050
61
$1.81M 0.25%
28,624
+512
62
$1.77M 0.25%
558,988
63
$1.66M 0.23%
12,466
+9,885
64
$1.62M 0.23%
53,845
65
$1.58M 0.22%
30,244
+1,800
66
$1.53M 0.21%
19,263
+1,964
67
$1.48M 0.21%
+2,666
68
$1.47M 0.21%
12,358
+16
69
$1.39M 0.19%
4,960
-265
70
$1.37M 0.19%
2,593
71
$1.35M 0.19%
+55,500
72
$1.34M 0.19%
5,601
-3,784
73
$1.28M 0.18%
32,656
-1,765
74
$1.23M 0.17%
+6,276
75
$1.2M 0.17%
4,122
1 2
3
4 5