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
$201M
AUM Growth
+$4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.22M
3
+$832K
4
BK icon
Bank of New York Mellon
BK
+$682K
5
CQP icon
Cheniere Energy
CQP
+$632K

Top Sells

1
+$1.2M
2
+$854K
3
+$630K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$502K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$476K

Sector Composition

1 Financials 8.49%
2 Healthcare 2.24%
3 Energy 1.7%
4 Consumer Staples 0.63%
5 Technology 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$124K 0.06%
10,233
102
$71K 0.04%
675
103
– –
-1,977
104
– –
-709
105
– –
-9,100
106
– –
-8,440
107
– –
-1,351
108
– –
-4,516
109
– –
-6,331
110
– –
-107,134
111
– –
-13,621
1 2 3 4
5