TFCP
Twin Focus Capital Partners Portfolio holdings
AUM
$714M
This Quarter Return
+2.65%
1 Year Return
+15.4%
3 Year Return
+60.03%
5 Year Return
+86.12%
10 Year Return
+149.44%
AUM
$238M
AUM Growth
+$238M
(+11%)
Cap. Flow
+$19.9M
Cap. Flow
% of AUM
8.35%
Top 10 Holdings %
Top 10 Hldgs %
49.36%
Holding
146
New
49
Increased
37
Reduced
18
Closed
2
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$1.75M |
| 2 |
Adams Diversified Equity Fund
ADX
|
$1.69M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$1.45M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.4M |
| 5 |
Apple
AAPL
|
$988K |
Top Sells
| 1 |
Alerian MLP ETF
AMLP
|
$2.9M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$959K |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$928K |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$488K |
| 5 |
Blackstone
BX
|
$262K |
Sector Composition
| 1 | Financials | 5.5% |
| 2 | Technology | 1.46% |
| 3 | Healthcare | 0.78% |
| 4 | Industrials | 0.64% |
| 5 | Consumer Staples | 0.56% |
