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
$525M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.88M
3
+$1.73M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.17M
5
GLD icon
SPDR Gold Trust
GLD
+$918K

Top Sells

1
+$7.38M
2
+$1.59M
3
+$1.52M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$1.45M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.2M

Sector Composition

1 Technology 8.82%
2 Financials 1.88%
3 Communication Services 0.81%
4 Healthcare 0.58%
5 Industrials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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