TFCP
Twin Focus Capital Partners Portfolio holdings
AUM
$714M
This Quarter Return
+9.33%
1 Year Return
+15.4%
3 Year Return
+60.03%
5 Year Return
+86.12%
10 Year Return
+149.44%
AUM
$525M
AUM Growth
+$525M
(+6.9%)
Cap. Flow
-$3.69M
Cap. Flow
% of AUM
-0.7%
Top 10 Holdings %
Top 10 Hldgs %
47.65%
Holding
165
New
5
Increased
45
Reduced
33
Closed
22
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$4.33M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.11M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$1.88M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.73M |
| 5 |
iShares Semiconductor ETF
SOXX
|
$1.3M |
Top Sells
| 1 |
Dell
DELL
|
$7.38M |
| 2 |
Horizon Kinetics Inflation Beneficiaries ETF
INFL
|
$1.59M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$1.52M |
| 4 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$1.45M |
| 5 |
iShares Select Dividend ETF
DVY
|
$1.2M |
Sector Composition
| 1 | Technology | 8.82% |
| 2 | Financials | 1.88% |
| 3 | Communication Services | 0.81% |
| 4 | Healthcare | 0.58% |
| 5 | Industrials | 0.49% |
