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
151
$316K 0.07%
7,656
-75
152
$315K 0.07%
2,232
153
$315K 0.07%
2,740
-331
154
$314K 0.07%
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155
$313K 0.07%
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156
$309K 0.06%
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-248
157
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3,226
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158
$309K 0.06%
12,796
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159
$302K 0.06%
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160
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1,850
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161
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162
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163
$287K 0.06%
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164
$281K 0.06%
1,558
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165
$276K 0.06%
3,605
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166
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167
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169
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5,620
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170
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5,302
171
$263K 0.05%
950
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$261K 0.05%
2,378
-274
173
$261K 0.05%
6,200
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174
$260K 0.05%
2,785
+29
175
$258K 0.05%
2,184
-71
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