TLCM

Twin Lakes Capital Management Portfolio holdings

AUM $216M
1-Year Est. Return 24.03%
This Quarter Est. Return
1 Year Est. Return
+24.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$4.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$70.2K
2
+$45.9K
3
+$40.7K
4
LUV icon
Southwest Airlines
LUV
+$37.9K
5
XOM icon
Exxon Mobil
XOM
+$27.5K

Top Sells

1
+$118K
2
+$29K
3
+$14.5K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$13.6K
5
AAPL icon
Apple
AAPL
+$13.2K

Sector Composition

1 Technology 21.59%
2 Industrials 15.66%
3 Consumer Discretionary 13.23%
4 Healthcare 13.15%
5 Financials 11.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$470K 0.35%
4,520
52
$469K 0.35%
25,245
+224
53
$464K 0.35%
3,171
54
$438K 0.33%
2,390
55
$401K 0.3%
1,249
56
$394K 0.29%
6,725
-232
57
$364K 0.27%
9,241
58
$358K 0.27%
3,892
+103
59
$357K 0.27%
718
60
$344K 0.26%
4,264
+12
61
$338K 0.25%
10,927
62
$323K 0.24%
1,884
63
$289K 0.22%
2,273
+20
64
$272K 0.2%
1,772
65
$272K 0.2%
7,276
66
$260K 0.19%
2,656
67
$251K 0.19%
1,540
68
$246K 0.18%
30,451
+651
69
$244K 0.18%
26,627
70
$243K 0.18%
8,730
71
$242K 0.18%
1,000
72
$240K 0.18%
2,734
73
$239K 0.18%
291
74
$237K 0.18%
3,073
+4
75
$234K 0.17%
3,936
1 2
3
4 5