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
$196M
AUM Growth
-$5.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$534K
2
+$443K
3
+$251K
4
AZUL
Azul
AZUL
+$245K
5
BIIB icon
Biogen
BIIB
+$213K

Top Sells

1
+$1.97M
2
+$956K
3
+$856K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$603K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$561K

Sector Composition

1 Financials 7.34%
2 Energy 2.15%
3 Healthcare 1.83%
4 Industrials 0.84%
5 Consumer Staples 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$297K 0.15%
16,774
-530
77
$270K 0.14%
3,257
+1
78
$268K 0.14%
7,496
79
$268K 0.14%
7,800
80
$266K 0.14%
2,014
-705
81
$261K 0.13%
5,000
82
$259K 0.13%
24,173
83
$255K 0.13%
4,860
+160
84
$252K 0.13%
8,232
+92
85
$250K 0.13%
3,000
86
$245K 0.13%
+15,000
87
$244K 0.12%
2,212
88
$241K 0.12%
7,500
89
$236K 0.12%
2,164
90
$234K 0.12%
4,000
91
$233K 0.12%
1,436
92
$223K 0.11%
4,857
93
$218K 0.11%
1,510
-6,623
94
$215K 0.11%
4,410
95
$213K 0.11%
+735
96
$213K 0.11%
6,775
97
$210K 0.11%
3,000
98
$209K 0.11%
+2,529
99
$208K 0.11%
+6,610
100
$206K 0.11%
14,176
1 2 3
4
5