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
101
$472K 0.11%
3,085
+111
102
$465K 0.1%
1,703
-41
103
$465K 0.1%
10,105
+212
104
$459K 0.1%
14,000
105
$457K 0.1%
2,650
106
$453K 0.1%
2,937
-7
107
$451K 0.1%
4,974
+1,480
108
$450K 0.1%
1,228
+56
109
$444K 0.1%
2,859
110
$440K 0.1%
5,714
111
$433K 0.1%
1,337
-137
112
$429K 0.1%
16,400
113
$423K 0.1%
94,013
-55
114
$419K 0.09%
10,668
+1,439
115
$410K 0.09%
61,893
116
$410K 0.09%
2,082
-56
117
$409K 0.09%
1
118
$398K 0.09%
851
-574
119
$390K 0.09%
3,266
+858
120
$386K 0.09%
1,811
-45
121
$384K 0.09%
2,654
-108
122
$377K 0.08%
1,550
123
$376K 0.08%
1,687
+2
124
$369K 0.08%
1,345
-82
125
$369K 0.08%
31,294
3 4
5
6 7