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
$515M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$5.26M
3
+$5.1M
4
VHT icon
Vanguard Health Care ETF
VHT
+$4.83M
5
VMW
VMware, Inc
VMW
+$3.9M

Top Sells

1
+$4.58M
2
+$1.39M
3
+$1.11M
4
INDA icon
iShares MSCI India ETF
INDA
+$798K
5
IAU icon
iShares Gold Trust
IAU
+$636K

Sector Composition

1 Technology 7.48%
2 Financials 2.8%
3 Healthcare 1.65%
4 Consumer Discretionary 0.86%
5 Communication Services 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$531K 0.1%
2,944
+44
102
$530K 0.1%
8,605
103
$529K 0.1%
1
104
$528K 0.1%
9,893
105
$522K 0.1%
9,133
-129
106
$517K 0.1%
29,200
107
$515K 0.1%
14,000
108
$507K 0.1%
1,856
+22
109
$506K 0.1%
16,400
+500
110
$491K 0.1%
20,000
111
$487K 0.09%
2,859
+12
112
$482K 0.09%
2,974
+85
113
$476K 0.09%
1,924
-4
114
$474K 0.09%
2,138
+104
115
$470K 0.09%
2,115
+213
116
$468K 0.09%
856
+5
117
$450K 0.09%
2,762
-297
118
$448K 0.09%
2,090
+64
119
$448K 0.09%
94,068
120
$447K 0.09%
7,100
+220
121
$438K 0.09%
61,893
122
$435K 0.08%
6,201
123
$432K 0.08%
1,281
-76
124
$432K 0.08%
9,229
+15
125
$427K 0.08%
1,427
+25
3 4
5
6 7