TFCP
Twin Focus Capital Partners Portfolio holdings
AUM
$714M
This Quarter Return
+0.21%
1 Year Return
+15.4%
3 Year Return
+60.03%
5 Year Return
+86.12%
10 Year Return
+149.44%
AUM
$196M
AUM Growth
+$196M
(-2.8%)
Cap. Flow
-$4.66M
Cap. Flow
% of AUM
-2.38%
Top 10 Holdings %
Top 10 Hldgs %
51.82%
Holding
111
New
9
Increased
18
Reduced
34
Closed
3
Top Buys
| 1 |
GE Aerospace
GE
|
$534K |
| 2 |
Bath & Body Works
BBWI
|
$443K |
| 3 |
Vanguard Small-Cap Value ETF
VBR
|
$251K |
| 4 |
AZUL
Azul
AZUL
|
$245K |
| 5 |
Biogen
BIIB
|
$213K |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$1.97M |
| 2 |
American Tower
AMT
|
$956K |
| 3 |
MDCO
Medicines Co
MDCO
|
$856K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$603K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$561K |
Sector Composition
| 1 | Financials | 7.34% |
| 2 | Energy | 2.15% |
| 3 | Healthcare | 1.83% |
| 4 | Industrials | 0.84% |
| 5 | Consumer Staples | 0.64% |
