TFCP
Twin Focus Capital Partners Portfolio holdings
AUM
$714M
This Quarter Return
+9.71%
1 Year Return
+15.4%
3 Year Return
+60.03%
5 Year Return
+86.12%
10 Year Return
+149.44%
AUM
$492M
AUM Growth
+$46.4M
(+10%)
Cap. Flow
+$5.48M
Cap. Flow
% of AUM
1.12%
Top 10 Holdings %
Top 10 Hldgs %
45.67%
Holding
175
New
12
Increased
46
Reduced
44
Closed
15
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$11.9M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$7.62M |
| 3 |
iShares Gold Trust
IAU
|
$3.01M |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
$2.59M |
| 5 |
iShares Russell 1000 ETF
IWB
|
$1.94M |
Top Sells
| 1 |
iShares Russell Mid-Cap Value ETF
IWS
|
$6.14M |
| 2 |
iShares ESG Aware MSCI EM ETF
ESGE
|
$4.28M |
| 3 |
Utilities Select Sector SPDR Fund
XLU
|
$3.96M |
| 4 |
Horizon Kinetics Inflation Beneficiaries ETF
INFL
|
$3.6M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$1.94M |
Sector Composition
| 1 | Technology | 8.7% |
| 2 | Financials | 1.84% |
| 3 | Healthcare | 0.75% |
| 4 | Communication Services | 0.68% |
| 5 | Industrials | 0.55% |
