TFCP
Twin Focus Capital Partners Portfolio holdings
AUM
$714M
1-Year Return
15.4%
This Quarter Return
-11.9%
1 Year Return
+15.4%
3 Year Return
+60.03%
5 Year Return
+86.12%
10 Year Return
+149.44%
AUM
$224M
AUM Growth
+$29.7M
(+15%)
Cap. Flow
+$52.1M
Cap. Flow
% of AUM
23.3%
Top 10 Holdings %
Top 10 Hldgs %
57.25%
Holding
123
New
16
Increased
33
Reduced
22
Closed
20
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$22.3M |
| 2 |
Alerian MLP ETF
AMLP
|
$10.8M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$4.52M |
| 4 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
$3.42M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$3.16M |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.66M |
| 2 |
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
|
$2.12M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$2M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$1.83M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.43M |
Sector Composition
| 1 | Financials | 4.46% |
| 2 | Energy | 1.38% |
| 3 | Consumer Staples | 0.96% |
| 4 | Healthcare | 0.8% |
| 5 | Industrials | 0.62% |
