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
$274M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$1.01M
3
+$873K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$801K
5
IAU icon
iShares Gold Trust
IAU
+$759K

Top Sells

1
+$735K
2
+$674K
3
+$395K
4
AAPL icon
Apple
AAPL
+$324K
5
WIA
Western Asset Inflation-Linked Income Fund
WIA
+$297K

Sector Composition

1 Financials 6.31%
2 Technology 2.32%
3 Energy 1.23%
4 Healthcare 1.11%
5 Communication Services 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$422K 0.15%
1,747
-2
77
$422K 0.15%
5,740
+1,120
78
$422K 0.15%
5,760
+360
79
$418K 0.15%
3,750
80
$416K 0.15%
20,833
81
$413K 0.15%
6,535
+16
82
$412K 0.15%
1,810
83
$411K 0.15%
11,258
+50
84
$406K 0.15%
31,294
85
$378K 0.14%
46,195
+833
86
$375K 0.14%
104,068
87
$374K 0.14%
48,711
+8,111
88
$366K 0.13%
7,380
89
$356K 0.13%
14,765
-122
90
$350K 0.13%
2,220
91
$347K 0.13%
1,364
+85
92
$347K 0.13%
34,659
93
$344K 0.13%
23,004
94
$343K 0.13%
699
+198
95
$333K 0.12%
3,848
-715
96
$328K 0.12%
14,916
97
$323K 0.12%
3,060
98
$309K 0.11%
5,923
99
$303K 0.11%
10,825
100
$297K 0.11%
37,452
2 3
4
5 6