TFCP
Twin Focus Capital Partners Portfolio holdings
AUM
$714M
1-Year Return
15.4%
This Quarter Return
+5.86%
1 Year Return
+15.4%
3 Year Return
+60.03%
5 Year Return
+86.12%
10 Year Return
+149.44%
AUM
$504M
AUM Growth
+$25.4M
(+5.3%)
Cap. Flow
+$543K
Cap. Flow
% of AUM
0.11%
Top 10 Holdings %
Top 10 Hldgs %
39.36%
Holding
230
New
9
Increased
60
Reduced
52
Closed
10
Top Buys
| 1 |
Microsoft
MSFT
|
+$1.47M |
| 2 |
Vanguard Mid-Cap Value ETF
VOE
|
+$949K |
| 3 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$675K |
| 4 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$664K |
| 5 |
Horizon Kinetics Inflation Beneficiaries ETF
INFL
|
+$541K |
Top Sells
| 1 |
VMW
VMware, Inc
VMW
|
+$1.19M |
| 2 |
WM Technology
MAPS
|
+$1.02M |
| 3 |
iShares TIPS Bond ETF
TIP
|
+$762K |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
+$612K |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$535K |
Sector Composition
| 1 | Technology | 6.6% |
| 2 | Financials | 2.45% |
| 3 | Healthcare | 1.44% |
| 4 | Energy | 0.81% |
| 5 | Communication Services | 0.65% |
