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
$350M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.22M
3
+$2.11M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.4M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.37M

Top Sells

1
+$3.92M
2
+$1.02M
3
+$894K
4
WIW
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
+$559K
5
GREK icon
Global X MSCI Greece ETF
GREK
+$530K

Sector Composition

1 Financials 6.15%
2 Technology 2.01%
3 Healthcare 1.5%
4 Consumer Staples 0.98%
5 Consumer Discretionary 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$265K 0.08%
1,402
+8
127
$257K 0.07%
2,982
128
$256K 0.07%
3,301
+90
129
$246K 0.07%
2,800
130
$245K 0.07%
2,075
+5
131
$245K 0.07%
3,000
132
$242K 0.07%
794
133
$240K 0.07%
3,158
134
$232K 0.07%
+2,800
135
$230K 0.07%
1,072
+52
136
$226K 0.06%
+4,350
137
$224K 0.06%
+4,839
138
$224K 0.06%
603
139
$224K 0.06%
1,015
+3
140
$222K 0.06%
48,711
-8,159
141
$215K 0.06%
440
142
$213K 0.06%
7,098
-1,978
143
$211K 0.06%
+1,953
144
$211K 0.06%
+3,266
145
$208K 0.06%
+744
146
$208K 0.06%
+4,000
147
$207K 0.06%
1,110
-80
148
$207K 0.06%
2,416
-1,706
149
$204K 0.06%
2,506
150
$201K 0.06%
+1,029
4 5
6
7 8