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TFCP

Twin Focus Capital Partners Portfolio holdings

AUM $870M
1-Year Est. Return 27.72%
This Fund
S&P 500
This Quarter Est. Return
+2.96%
1 Year Est. Return
+27.72%
3 Year Est. Return
+72.48%
5 Year Est. Return
+68.61%
10 Year Est. Return
+203.62%
AUM
$870M
AUM Growth
+$2.48M
Cap. Flow
-$8.4M
Cap. Flow %
-0.97%
Top 10 Hldgs %
51.36%
Holding
199
New
18
Increased
42
Reduced
40
Closed
26

Top Buys

1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$9.03M
2
IAU icon
iShares Gold Trust
IAU
+$5.06M
3
HGER icon
Harbor Commodity All-Weather Strategy ETF
HGER
+$2.87M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.44M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.26M

Top Sells

1
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$14.7M
2
AMZN icon
Amazon
AMZN
+$9.65M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.06M
4
AAPL icon
Apple
AAPL
+$7.41M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.19M

Sector Composition

1 Technology 5.64%
2 Healthcare 2.13%
3 Financials 0.9%
4 Materials 0.44%
5 Communication Services 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EWG icon
126
iShares MSCI Germany ETF
EWG
$1.63B
$536K 0.06%
13,524
+2,852
+27% +$121K
VNQ icon
127
Vanguard Real Estate ETF
VNQ
$38.8B
$528K 0.06%
5,955
– –
UNH icon
128
UnitedHealth
UNH
$382B
$521K 0.06%
1,925
-27
-1% -$8.04K
IBB icon
129
iShares Biotechnology ETF
IBB
$9.23B
$518K 0.06%
3,066
– –
IUSB icon
130
iShares Core Universal USD Bond ETF
IUSB
$42.8B
$503K 0.06%
10,893
– –
MUB icon
131
iShares National Muni Bond ETF
MUB
$45.6B
$492K 0.06%
4,635
– –
PLTM icon
132
GraniteShares Platinum Shares
PLTM
$182M
$492K 0.06%
26,000
-4,000
-13% -$84.6K
JPM icon
133
JPMorgan Chase
JPM
$926B
$482K 0.06%
1,638
-1,709
-51% -$519K
SPDW icon
134
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.3B
$440K 0.05%
9,630
– –
SPAB icon
135
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.61B
$430K 0.05%
16,767
– –
BAC icon
136
Bank of America
BAC
$430B
$419K 0.05%
8,600
-2,783
-24% -$144K
PG icon
137
Procter & Gamble
PG
$345B
$412K 0.05%
2,851
-75
-3% -$11.4K
ASA
138
ASA Gold and Precious Metals
ASA
$971M
$403K 0.05%
6,500
– –
SPXE icon
139
ProShares S&P 500 ex-Energy ETF
SPXE
$84.5M
$403K 0.05%
5,800
– –
VBR icon
140
Vanguard Small-Cap Value ETF
VBR
$36.8B
$402K 0.05%
1,850
– –
TY icon
141
TRI-Continental Corp
TY
$1.86B
$398K 0.05%
12,611
– –
FIS icon
142
Fidelity National Information Services
FIS
$21.3B
$361K 0.04%
7,695
-93
-1% -$5K
BITO icon
143
ProShares Bitcoin Strategy ETF
BITO
$1.47B
$354K 0.04%
+38,000
New +$401K
PPLT
144
abrdn Physical Platinum Shares ETF
PPLT
$1.91B
$330K 0.04%
18,500
-5,500
-23% -$110K
VIGI icon
145
Vanguard International Dividend Appreciation ETF
VIGI
$8.94B
$323K 0.04%
3,650
– –
PMO
146
Putnam Municipal Opportunities Trust
PMO
$295M
$322K 0.04%
31,294
– –
BRK.B icon
147
Berkshire Hathaway Class B
BRK.B
$1.06T
$314K 0.04%
656
– –
GOOG icon
148
Alphabet (Google) Class C
GOOG
$4.53T
$310K 0.04%
1,080
-548
-34% -$172K
DGRW icon
149
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.8B
$309K 0.04%
3,518
– –
EFG icon
150
iShares MSCI EAFE Growth ETF
EFG
$16.7B
$286K 0.03%
2,572
– –
4 5
6
7 8

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