TFCP
Twin Focus Capital Partners Portfolio holdings
AUM
$714M
This Quarter Return
+2.44%
1 Year Return
+15.4%
3 Year Return
+60.03%
5 Year Return
+86.12%
10 Year Return
+149.44%
AUM
$194M
AUM Growth
+$194M
(-0.85%)
Cap. Flow
-$6.08M
Cap. Flow
% of AUM
-3.13%
Top 10 Holdings %
Top 10 Hldgs %
52.84%
Holding
111
New
3
Increased
17
Reduced
31
Closed
4
Top Buys
| 1 |
KVH Industries
KVHI
|
$679K |
| 2 |
SPDR Gold Trust
GLD
|
$524K |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$227K |
| 4 |
Pacira BioSciences
PCRX
|
$222K |
| 5 |
SMC
Summit Midstream Corporation
SMC
|
$207K |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$2.88M |
| 2 |
Cheniere Energy
CQP
|
$1.52M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$671K |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$388K |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$368K |
Sector Composition
| 1 | Financials | 6.23% |
| 2 | Healthcare | 1.9% |
| 3 | Energy | 1.42% |
| 4 | Industrials | 0.91% |
| 5 | Consumer Staples | 0.64% |
