TFCP
Twin Focus Capital Partners Portfolio holdings
AUM
$714M
This Quarter Return
+4.33%
1 Year Return
+15.4%
3 Year Return
+60.03%
5 Year Return
+86.12%
10 Year Return
+149.44%
AUM
$188M
AUM Growth
+$188M
(+2.7%)
Cap. Flow
-$2.96M
Cap. Flow
% of AUM
-1.58%
Top 10 Holdings %
Top 10 Hldgs %
54.35%
Holding
100
New
1
Increased
18
Reduced
25
Closed
1
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$510K |
| 2 |
Vanguard FTSE Pacific ETF
VPL
|
$205K |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$159K |
| 4 |
SPDR Nuveen ICE Municipal Bond ETF
TFI
|
$97.7K |
| 5 |
iShares TIPS Bond ETF
TIP
|
$29.9K |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$1.65M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$554K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$493K |
| 4 |
Pacira BioSciences
PCRX
|
$215K |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$193K |
Sector Composition
| 1 | Financials | 8.87% |
| 2 | Healthcare | 1.88% |
| 3 | Communication Services | 0.9% |
| 4 | Real Estate | 0.79% |
| 5 | Technology | 0.75% |
