TFCP
Twin Focus Capital Partners Portfolio holdings
AUM
$714M
1-Year Return
15.4%
This Quarter Return
+5.02%
1 Year Return
+15.4%
3 Year Return
+60.03%
5 Year Return
+86.12%
10 Year Return
+149.44%
AUM
$500M
AUM Growth
+$71.3M
(+17%)
Cap. Flow
+$54M
Cap. Flow
% of AUM
10.82%
Top 10 Holdings %
Top 10 Hldgs %
42.93%
Holding
234
New
46
Increased
92
Reduced
37
Closed
8
Top Buys
| 1 |
Apple
AAPL
|
$11.1M |
| 2 |
VMW
VMware, Inc
VMW
|
$7.31M |
| 3 |
iShares TIPS Bond ETF
TIP
|
$2.67M |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$2.01M |
| 5 |
iShares Russell Mid-Cap Value ETF
IWS
|
$1.69M |
Top Sells
Sector Composition
| 1 | Technology | 7.37% |
| 2 | Financials | 3.19% |
| 3 | Healthcare | 1.67% |
| 4 | Consumer Discretionary | 1.2% |
| 5 | Communication Services | 0.84% |
