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
176
$255K 0.05%
2,814
+70
177
$255K 0.05%
1,920
-48
178
$254K 0.05%
+3,650
179
$253K 0.05%
3,550
-72
180
$247K 0.05%
1,478
+7
181
$243K 0.05%
9,500
-5,900
182
$240K 0.05%
2,800
183
$238K 0.05%
+4,650
184
$237K 0.05%
+1,242
185
$234K 0.05%
5,800
186
$232K 0.05%
+2,735
187
$232K 0.05%
+2,909
188
$229K 0.05%
1,451
-183
189
$227K 0.05%
2,526
-1,668
190
$225K 0.05%
+4,005
191
$225K 0.05%
+1,621
192
$224K 0.05%
+1,648
193
$223K 0.05%
2,672
-80
194
$222K 0.05%
+5,100
195
$222K 0.05%
+2,233
196
$221K 0.05%
+3,564
197
$220K 0.05%
+1,552
198
$220K 0.05%
761
+3
199
$217K 0.05%
+3,383
200
$216K 0.05%
+871
6 7
8
9 10