Portfolio (Quarterly)
Guide ↗
TWIN FOCUS CAPITAL PARTNERS, LLC
· CIK 0001387761| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | CLOA | BLACKROCK ETF TRUST II | — | 5,750 | $298K | 0.03% | SOLD |
| 22 | ABBV | ABBVIE INC | Healthcare | 1,082 | $247K | 0.03% | SOLD |
| 23 | BTT | BLACKROCK MUN TARGET TERM TR | Financial Services | 10,790 | $246K | 0.03% | SOLD |
| 24 | MRSH | MARSH & MCLENNAN COS INC | Financial Services | 1,253 | $233K | 0.03% | SOLD |
| 25 | XLY | SELECT SECTOR SPDR TR | — | 1,810 | $216K | 0.03% | SOLD |
| 26 | MS | MORGAN STANLEY | Financial Services | 1,183 | $210K | 0.02% | SOLD |
Sector Allocation
Financial Services
71.3%
Technology
19.0%
Healthcare
7.0%
Consumer Cyclical
0.7%
Energy
0.6%
Communication Services
0.5%
Industrials
0.4%
Basic Materials
0.4%
Consumer Defensive
0.2%
Utilities
0.1%