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
$479M
AUM Growth
+$63.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$9.85M
3
+$8.12M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$7.23M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.93M

Top Sells

1
+$8.09M
2
+$5.87M
3
+$5.23M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.23M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.22M

Sector Composition

1 Technology 5.92%
2 Financials 2.39%
3 Healthcare 1.72%
4 Energy 0.92%
5 Industrials 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$387K 0.08%
1,694
127
$384K 0.08%
1,855
+18
128
$366K 0.08%
4,269
-28
129
$366K 0.08%
4,595
-5,830
130
$359K 0.08%
1,350
-22,050
131
$358K 0.07%
5,659
-62
132
$355K 0.07%
6,201
133
$351K 0.07%
819
+11
134
$348K 0.07%
3,447
-17
135
$347K 0.07%
850
-7
136
$343K 0.07%
9,822
-960
137
$340K 0.07%
1,541
-8
138
$340K 0.07%
31,294
139
$339K 0.07%
1,074
-258
140
$335K 0.07%
15,986
+2,599
141
$334K 0.07%
2,592
142
$330K 0.07%
980
-257
143
$329K 0.07%
14,150
144
$326K 0.07%
11,060
+70
145
$326K 0.07%
3,281
+19
146
$325K 0.07%
1,217
-108
147
$324K 0.07%
1,122
148
$322K 0.07%
15,179
+4,755
149
$319K 0.07%
5,013
-192
150
$317K 0.07%
48,059
4 5
6
7 8