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
$445M
AUM Growth
-$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$4.16M
3
+$3.34M
4
MAPS icon
WM Technology
MAPS
+$3.31M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.13M

Top Sells

1
+$6.49M
2
+$2.99M
3
+$2.91M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.17M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$1.03M

Sector Composition

1 Technology 6.36%
2 Financials 2.5%
3 Healthcare 1.65%
4 Energy 0.72%
5 Communication Services 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$368K 0.08%
1,325
+44
127
$364K 0.08%
6,201
128
$360K 0.08%
3,257
-771
129
$359K 0.08%
2,086
-4
130
$357K 0.08%
4,169
+481
131
$348K 0.08%
2,656
132
$344K 0.08%
634
+9
133
$342K 0.08%
2,124
+9
134
$335K 0.08%
6,890
-210
135
$335K 0.08%
2,180
+28
136
$332K 0.07%
+3,123
137
$331K 0.07%
3,447
-14
138
$327K 0.07%
5,206
-11
139
$327K 0.07%
48,059
140
$324K 0.07%
1,964
+296
141
$324K 0.07%
6,607
-2,526
142
$322K 0.07%
1,142
-22
143
$313K 0.07%
3,428
+112
144
$311K 0.07%
5,430
145
$309K 0.07%
3,446
-103
146
$304K 0.07%
7,756
-6
147
$302K 0.07%
1,537
+9
148
$300K 0.07%
2,232
149
$299K 0.07%
853
-3
150
$296K 0.07%
2,156
+815
4 5
6
7 8