TFCP
Twin Focus Capital Partners Portfolio holdings
AUM
$714M
1-Year Return
15.4%
This Quarter Return
+5.14%
1 Year Return
+15.4%
3 Year Return
+60.03%
5 Year Return
+86.12%
10 Year Return
+149.44%
AUM
$350M
AUM Growth
+$23.2M
(+7.1%)
Cap. Flow
+$7.49M
Cap. Flow
% of AUM
2.14%
Top 10 Holdings %
Top 10 Hldgs %
47.09%
Holding
178
New
15
Increased
51
Reduced
33
Closed
17
Top Buys
| 1 |
iShares Russell Mid-Cap Value ETF
IWS
|
$2.92M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.22M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$2.11M |
| 4 |
Vanguard Mid-Cap Value ETF
VOE
|
$1.4M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$1.37M |
Top Sells
Sector Composition
| 1 | Financials | 6.15% |
| 2 | Technology | 2.01% |
| 3 | Healthcare | 1.5% |
| 4 | Consumer Staples | 0.98% |
| 5 | Consumer Discretionary | 0.73% |
