TLCM
Twin Lakes Capital Management Portfolio holdings
AUM $164M
1-Year Return
20.56%
This Quarter Return
+3.9%
1 Year Return
+20.56%
3 Year Return
+72.84%
5 Year Return
–
10 Year Return
–
AUM
$148M
AUM Growth
+$1.87M
(+1.3%)
Cap. Flow
-$1.71M
Cap. Flow
% of AUM
-1.15%
Top 10 Holdings %
Top 10 Hldgs %
41.68%
Holding
244
New
–
Increased
61
Reduced
17
Closed
–
Top Buys
| 1 |
Starwood Property Trust
STWD
|
+$80.8K |
| 2 |
Gilead Sciences
GILD
|
+$44.9K |
| 3 |
Central Pacific Financial
CPF
|
+$42.3K |
| 4 |
Exxon Mobil
XOM
|
+$23.9K |
| 5 |
United Parcel Service
UPS
|
+$22.6K |
Top Sells
| 1 |
Apple
AAPL
|
+$1.56M |
| 2 |
Reliance Steel & Aluminium
RS
|
+$188K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
+$134K |
| 4 |
Cisco
CSCO
|
+$49.2K |
| 5 |
Meta Platforms (Facebook)
META
|
+$27.2K |
Sector Composition
| 1 | Technology | 22.11% |
| 2 | Industrials | 14.24% |
| 3 | Financials | 13.79% |
| 4 | Consumer Discretionary | 13.28% |
| 5 | Healthcare | 10.79% |
