TFCP
Twin Focus Capital Partners Portfolio holdings
AUM
$714M
This Quarter Return
+5.93%
1 Year Return
+15.4%
3 Year Return
+60.03%
5 Year Return
+86.12%
10 Year Return
+149.44%
AUM
$495M
AUM Growth
+$495M
(-1.9%)
Cap. Flow
-$32.3M
Cap. Flow
% of AUM
-6.53%
Top 10 Holdings %
Top 10 Hldgs %
39.37%
Holding
240
New
20
Increased
62
Reduced
73
Closed
16
Top Buys
| 1 |
GE Aerospace
GE
|
$1.25M |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$1.19M |
| 3 |
Broadcom
AVGO
|
$1.1M |
| 4 |
IBM
IBM
|
$1.02M |
| 5 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$1.01M |
Top Sells
| 1 |
iShares Russell 3000 ETF
IWV
|
$6.64M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$6.63M |
| 3 |
VMW
VMware, Inc
VMW
|
$4.51M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$4.42M |
| 5 |
Vanguard Large-Cap ETF
VV
|
$3.81M |
Sector Composition
| 1 | Technology | 7.46% |
| 2 | Financials | 2.38% |
| 3 | Healthcare | 1.83% |
| 4 | Communication Services | 1% |
| 5 | Energy | 0.97% |
