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
$626M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$40.2M
2
+$10.4M
3
+$6.67M
4
COPX icon
Global X Copper Miners ETF NEW
COPX
+$6.06M
5
DELL icon
Dell
DELL
+$5.63M

Top Sells

1
+$3.35M
2
+$829K
3
+$723K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$634K
5
KVHI icon
KVH Industries
KVHI
+$568K

Sector Composition

1 Technology 16.19%
2 Healthcare 2.1%
3 Financials 1.5%
4 Communication Services 0.7%
5 Industrials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$417K 0.07%
4,595
102
$413K 0.07%
6,508
-2,000
103
$400K 0.06%
8,590
104
$400K 0.06%
3,040
105
$383K 0.06%
10,039
106
$374K 0.06%
+4,964
107
$353K 0.06%
4,525
+500
108
$352K 0.06%
48,059
109
$351K 0.06%
8,516
110
$345K 0.06%
7,099
-72
111
$339K 0.05%
5,800
112
$338K 0.05%
1,850
113
$337K 0.05%
4,320
114
$335K 0.05%
17,535
115
$330K 0.05%
2,781
-200
116
$329K 0.05%
647
-15
117
$321K 0.05%
31,294
118
$300K 0.05%
1,545
119
$297K 0.05%
3,650
120
$297K 0.05%
729
121
$280K 0.04%
20,054
122
$279K 0.04%
9,000
123
$270K 0.04%
+10,000
124
$264K 0.04%
1,253
125
$251K 0.04%
26,000
3 4
5
6 7