TFCP
Twin Focus Capital Partners Portfolio holdings
AUM
$714M
1-Year Return
15.4%
This Quarter Return
-6.41%
1 Year Return
+15.4%
3 Year Return
+60.03%
5 Year Return
+86.12%
10 Year Return
+149.44%
AUM
$416M
AUM Growth
-$29.3M
(-6.6%)
Cap. Flow
+$986K
Cap. Flow
% of AUM
0.24%
Top 10 Holdings %
Top 10 Hldgs %
39.1%
Holding
210
New
6
Increased
59
Reduced
65
Closed
13
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$4.08M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$719K |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$716K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$686K |
| 5 |
iShares MSCI Global Min Vol Factor ETF
ACWV
|
$567K |
Sector Composition
| 1 | Technology | 6.02% |
| 2 | Financials | 2.46% |
| 3 | Healthcare | 1.73% |
| 4 | Energy | 0.88% |
| 5 | Communication Services | 0.57% |
