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TFCP

Twin Focus Capital Partners Portfolio holdings

AUM $870M
1-Year Est. Return 27.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.72%
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
+$1.79M
3
+$1.65M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.11M
5
GLD icon
SPDR Gold Trust
GLD
+$856K

Top Sells

1
+$6.04M
2
+$1.51M
3
+$1.47M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$1.4M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.2M

Sector Composition

1 Technology 8.82%
2 Financials 1.93%
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
151
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152
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-4,725
153
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-1
154
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155
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156
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-8,150
157
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-500
158
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159
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160
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-955
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163
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-1,079
164
– –
-31,875
165
– –
-3,000
3 4 5 6
7