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
$445M
AUM Growth
-$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$4.16M
3
+$3.34M
4
MAPS icon
WM Technology
MAPS
+$3.31M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.13M

Top Sells

1
+$6.49M
2
+$2.99M
3
+$2.91M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.17M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$1.03M

Sector Composition

1 Technology 6.36%
2 Financials 2.5%
3 Healthcare 1.65%
4 Energy 0.72%
5 Communication Services 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$742K 0.17%
6,780
+380
77
$739K 0.17%
6,780
+460
78
$716K 0.16%
+62,500
79
$679K 0.15%
3,824
-2
80
$675K 0.15%
6,358
+998
81
$657K 0.15%
55,019
82
$642K 0.14%
5,052
+1,492
83
$634K 0.14%
4,944
+351
84
$627K 0.14%
2,455
-538
85
$627K 0.14%
4,358
+38
86
$622K 0.14%
10,425
87
$599K 0.13%
41,594
88
$598K 0.13%
19,201
+314
89
$595K 0.13%
+7,100
90
$585K 0.13%
29,200
91
$583K 0.13%
14,700
92
$567K 0.13%
6,000
93
$562K 0.13%
1,182
-14
94
$562K 0.13%
10,717
+102
95
$553K 0.12%
66,161
96
$550K 0.12%
14,916
97
$539K 0.12%
10,202
+1,597
98
$513K 0.12%
+10,490
99
$504K 0.11%
6,060
100
$487K 0.11%
1,973
+49
2 3
4
5 6