TFCP

Twin Focus Capital Partners Portfolio holdings

AUM $714M
1-Year Est. Return 15.4%
This Quarter Est. Return
1 Year Est. Return
+15.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$326M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$3.84M
2
+$3.83M
3
+$3.75M
4
VT icon
Vanguard Total World Stock ETF
VT
+$2.12M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.1M

Top Sells

1
+$5.17M
2
+$2.42M
3
+$1.96M
4
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$1.48M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.46M

Sector Composition

1 Financials 6.01%
2 Technology 2.39%
3 Energy 1.3%
4 Healthcare 1.17%
5 Consumer Discretionary 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.6M 11.82%
198,187
+7,946
2
$19.6M 6.01%
316,247
+33,912
3
$16.2M 4.96%
234,231
+12,909
4
$15.2M 4.66%
419,650
+26,583
5
$14.8M 4.52%
82,727
-1,390
6
$11.5M 3.52%
30,740
7
$11.4M 3.51%
167,469
+2,750
8
$9.52M 2.92%
41,067
+414
9
$9.33M 2.86%
27,150
+10,909
10
$8.77M 2.69%
150,238
+21,021
11
$8.57M 2.62%
170,972
-29,118
12
$7.89M 2.42%
123,597
-10,803
13
$6.87M 2.11%
56,420
+1,254
14
$6.29M 1.93%
32,081
+19,550
15
$5.78M 1.77%
125,655
-1,460
16
$5.18M 1.59%
75,622
+56,077
17
$5.15M 1.58%
108,994
-28,899
18
$4.83M 1.48%
34,188
-70
19
$4.8M 1.47%
40,596
+1,298
20
$4.62M 1.41%
28,029
+1,996
21
$4.43M 1.36%
34,701
+4,594
22
$4.35M 1.33%
11,587
-515
23
$3.92M 1.2%
200,000
24
$3.46M 1.06%
35,651
+14,362
25
$3.42M 1.05%
58,955
-75
1
2 3 4 5