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
$787M
AUM Growth
+$72.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$3.16M
3
+$2.03M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.74M
5
HODL icon
VanEck Bitcoin Trust
HODL
+$1.03M

Top Sells

1
+$2.81M
2
+$2.11M
3
+$1.05M
4
DKNG icon
DraftKings
DKNG
+$431K
5
KVYO icon
Klaviyo
KVYO
+$396K

Sector Composition

1 Technology 8.55%
2 Financials 1.32%
3 Healthcare 0.82%
4 Communication Services 0.74%
5 Industrials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FIS icon
126
Fidelity National Information Services
FIS
$34.5B
$507K 0.06%
7,695
IYY icon
127
iShares Dow Jones US ETF
IYY
$2.73B
$495K 0.06%
3,049
MUB icon
128
iShares National Muni Bond ETF
MUB
$41.4B
$494K 0.06%
+4,635
VCIT icon
129
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58.4B
$480K 0.06%
5,712
EFA icon
130
iShares MSCI EAFE ETF
EFA
$70.4B
$477K 0.06%
5,106
+2,075
PLTM icon
131
GraniteShares Platinum Shares
PLTM
$153M
$453K 0.06%
30,000
EWG icon
132
iShares MSCI Germany ETF
EWG
$1.74B
$444K 0.06%
10,672
IBB icon
133
iShares Biotechnology ETF
IBB
$8.66B
$443K 0.06%
+3,066
PG icon
134
Procter & Gamble
PG
$339B
$438K 0.06%
2,850
-1
TY icon
135
TRI-Continental Corp
TY
$1.69B
$429K 0.05%
12,611
SPXE icon
136
ProShares S&P 500 ex-Energy ETF
SPXE
$75.2M
$419K 0.05%
5,800
MU icon
137
Micron Technology
MU
$267B
$418K 0.05%
2,500
-500
IXJ icon
138
iShares Global Healthcare ETF
IXJ
$4.52B
$399K 0.05%
+4,504
EWY icon
139
iShares MSCI South Korea ETF
EWY
$7.46B
$397K 0.05%
4,955
EMQQ icon
140
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$365M
$394K 0.05%
+8,495
INTC icon
141
Intel
INTC
$179B
$386K 0.05%
11,501
+2,400
VZ icon
142
Verizon
VZ
$172B
$378K 0.05%
8,600
-366
WMT icon
143
Walmart Inc. Common Stock
WMT
$931B
$363K 0.05%
3,523
GEHC icon
144
GE HealthCare
GEHC
$38.5B
$347K 0.04%
4,625
PPLT icon
145
abrdn Physical Platinum Shares ETF
PPLT
$2.39B
$343K 0.04%
2,400
WFC icon
146
Wells Fargo
WFC
$292B
$339K 0.04%
4,047
XYZ
147
Block Inc
XYZ
$38.9B
$332K 0.04%
4,600
BRK.B icon
148
Berkshire Hathaway Class B
BRK.B
$1.09T
$330K 0.04%
656
VIGI icon
149
Vanguard International Dividend Appreciation ETF
VIGI
$9.06B
$327K 0.04%
3,650
PMO
150
Putnam Municipal Opportunities Trust
PMO
$294M
$323K 0.04%
31,294
4 5
6
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