TLCM
Twin Lakes Capital Management Portfolio holdings
AUM
$164M
1-Year Return
20.56%
This Quarter Return
+5.71%
1 Year Return
+20.56%
3 Year Return
+72.84%
5 Year Return
–
10 Year Return
–
AUM
$134M
AUM Growth
+$4.28M
(+3.3%)
Cap. Flow
+$209K
Cap. Flow
% of AUM
0.16%
Top 10 Holdings %
Top 10 Hldgs %
44.09%
Holding
249
New
3
Increased
70
Reduced
14
Closed
3
Top Buys
| 1 |
Starwood Property Trust
STWD
|
+$70.2K |
| 2 |
Gilead Sciences
GILD
|
+$45.9K |
| 3 |
Seagate
STX
|
+$40.7K |
| 4 |
Southwest Airlines
LUV
|
+$37.9K |
| 5 |
Exxon Mobil
XOM
|
+$27.5K |
Top Sells
| 1 |
First Foundation Inc
FFWM
|
+$118K |
| 2 |
SIVB
SVB Financial Group
SIVB
|
+$29K |
| 3 |
GE Aerospace
GE
|
+$14.5K |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$13.6K |
| 5 |
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% |
