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
151
$292K 0.07%
5,707
-38
152
$288K 0.06%
2,650
+184
153
$286K 0.06%
3,813
154
$280K 0.06%
4,000
155
$279K 0.06%
1,862
156
$279K 0.06%
3,750
-300
157
$278K 0.06%
850
158
$269K 0.06%
10,350
-1,000
159
$268K 0.06%
6,290
+90
160
$266K 0.06%
4,297
-19
161
$257K 0.06%
1,146
+153
162
$257K 0.06%
12,558
+775
163
$253K 0.06%
5,302
164
$251K 0.06%
13,387
-3,846
165
$248K 0.06%
2,675
+22
166
$248K 0.06%
1,571
167
$247K 0.06%
3,532
-164
168
$246K 0.06%
1,476
+17
169
$244K 0.05%
3,210
170
$243K 0.05%
+2,895
171
$242K 0.05%
2,800
172
$242K 0.05%
3,105
173
$240K 0.05%
5,058
+491
174
$238K 0.05%
2,814
+19
175
$233K 0.05%
778
-5
5 6
7
8 9