TFCP
Twin Focus Capital Partners Portfolio holdings
AUM
$714M
This Quarter Return
+6.01%
1 Year Return
+15.4%
3 Year Return
+60.03%
5 Year Return
+86.12%
10 Year Return
+149.44%
AUM
$432M
AUM Growth
+$432M
(+24%)
Cap. Flow
+$51.1M
Cap. Flow
% of AUM
11.83%
Top 10 Holdings %
Top 10 Hldgs %
44.68%
Holding
197
New
36
Increased
84
Reduced
19
Closed
6
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$6.37M |
| 2 |
iShares Russell Mid-Cap Value ETF
IWS
|
$5.44M |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
$5.21M |
| 4 |
iShares ESG Aware MSCI EM ETF
ESGE
|
$4.59M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$3.94M |
Top Sells
Sector Composition
| 1 | Financials | 5.69% |
| 2 | Technology | 3.22% |
| 3 | Healthcare | 1.53% |
| 4 | Consumer Staples | 0.87% |
| 5 | Consumer Discretionary | 0.76% |
