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
$238M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.69M
3
+$1.45M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.4M
5
AAPL icon
Apple
AAPL
+$988K

Top Sells

1
+$2.9M
2
+$959K
3
+$928K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$488K
5
BX icon
Blackstone
BX
+$262K

Sector Composition

1 Financials 5.68%
2 Technology 1.46%
3 Healthcare 0.78%
4 Industrials 0.64%
5 Consumer Staples 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$278K 0.12%
8,527
+112
102
$277K 0.12%
+3,025
103
$273K 0.11%
2,532
104
$270K 0.11%
8,000
-2,000
105
$267K 0.11%
+19,400
106
$264K 0.11%
16,774
107
$262K 0.11%
+15,600
108
$256K 0.11%
+4,800
109
$255K 0.11%
+8,354
110
$251K 0.11%
+4,000
111
$251K 0.11%
+1,803
112
$250K 0.11%
+3,700
113
$250K 0.11%
+17,480
114
$248K 0.1%
+6,441
115
$245K 0.1%
+4,173
116
$245K 0.1%
112,873
117
$243K 0.1%
+3,500
118
$241K 0.1%
+1,850
119
$235K 0.1%
+17,200
120
$234K 0.1%
+7,055
121
$232K 0.1%
+4,894
122
$231K 0.1%
15,000
123
$229K 0.1%
+1,244
124
$229K 0.1%
+4,857
125
$229K 0.1%
+2,000
2 3 4
5
6