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
$350M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.22M
3
+$2.11M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.4M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.37M

Top Sells

1
+$3.92M
2
+$1.02M
3
+$894K
4
WIW
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
+$559K
5
GREK icon
Global X MSCI Greece ETF
GREK
+$530K

Sector Composition

1 Financials 6.15%
2 Technology 2.01%
3 Healthcare 1.5%
4 Consumer Staples 0.98%
5 Consumer Discretionary 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-5,354
177
– –
-5,000
178
– –
-12,990
4 5 6 7
8