TFCP

Twin Focus Capital Partners Portfolio holdings

AUM $787M
1-Year Est. Return 18.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$428M
AUM Growth
-$3.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$2.2M
3
+$1.99M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.34M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.17M

Top Sells

1
+$10.9M
2
+$2.26M
3
+$1.5M
4
KLRS
Kalaris Therapeutics
KLRS
+$1.17M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$837K

Sector Composition

1 Technology 3.27%
2 Financials 3.16%
3 Healthcare 1.33%
4 Consumer Discretionary 0.85%
5 Communication Services 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-18,800
202
– –
-2,000
5 6 7 8
9