TLCM
Twin Lakes Capital Management Portfolio holdings
AUM
$164M
1-Year Return
20.56%
This Quarter Return
+6.29%
1 Year Return
+20.56%
3 Year Return
+72.84%
5 Year Return
–
10 Year Return
–
AUM
$141M
AUM Growth
+$6.81M
(+5.1%)
Cap. Flow
+$863K
Cap. Flow
% of AUM
0.61%
Top 10 Holdings %
Top 10 Hldgs %
43.48%
Holding
246
New
–
Increased
72
Reduced
21
Closed
1
Top Buys
| 1 |
Central Pacific Financial
CPF
|
$1.33M |
| 2 |
Starwood Property Trust
STWD
|
$94.1K |
| 3 |
Gilead Sciences
GILD
|
$46.1K |
| 4 |
United Parcel Service
UPS
|
$31K |
| 5 |
FedEx
FDX
|
$15.9K |
Top Sells
| 1 |
Johnson & Johnson
JNJ
|
$285K |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$127K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$122K |
| 4 |
iShares MSCI Mexico ETF
EWW
|
$85.1K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$55.6K |
Sector Composition
| 1 | Technology | 23.37% |
| 2 | Industrials | 15.53% |
| 3 | Financials | 12.37% |
| 4 | Consumer Discretionary | 12.18% |
| 5 | Healthcare | 11.8% |
