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
$97M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$10.3M
3
+$7.86M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.78M
5
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$3.83M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 11.62%
2 Energy 6.33%
3 Healthcare 5.94%
4 Financials 3.86%
5 Consumer Discretionary 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$136K 0.14%
+10,233
77
$74K 0.08%
+20,555
78
$58K 0.06%
+16,000
1 2 3
4