TFCP

Twin Focus Capital Partners Portfolio holdings

AUM $787M
1-Year Est. Return 18.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$1.01M
3
+$873K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$801K
5
IAU icon
iShares Gold Trust
IAU
+$759K

Top Sells

1
+$735K
2
+$674K
3
+$395K
4
AAPL icon
Apple
AAPL
+$324K
5
WIA
Western Asset Inflation-Linked Income Fund
WIA
+$297K

Sector Composition

1 Financials 6.31%
2 Technology 2.32%
3 Energy 1.23%
4 Healthcare 1.11%
5 Communication Services 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-2,582
152
– –
-10,481
153
– –
-3,172
154
– –
-10,000
155
– –
-7,300
156
– –
-25,201
157
– –
-15,557
3 4 5 6
7