TFCP

Twin Focus Capital Partners Portfolio holdings

AUM $868M
1-Year Est. Return 24.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$677M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$12.8M
3
+$11.4M
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$7.84M
5
IAU icon
iShares Gold Trust
IAU
+$5.56M

Top Sells

1
+$4.76M
2
+$2.65M
3
+$2.18M
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$1.53M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.27M

Sector Composition

1 Technology 8.3%
2 Financials 1.65%
3 Healthcare 1.3%
4 Communication Services 0.6%
5 Industrials 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-434
152
– –
-15,267
153
– –
-21,313
154
– –
-422
155
– –
-3,544
156
– –
-2,108
3 4 5 6
7