TC

TwinBeech Capital Portfolio holdings

AUM $2.53B
1-Year Est. Return 0.52%
This Quarter Est. Return
1 Year Est. Return
-0.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$345M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$4.32M
3
+$4.16M
4
TJX icon
TJX Companies
TJX
+$4.16M
5
STZ icon
Constellation Brands
STZ
+$4.1M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 22.41%
2 Healthcare 15.43%
3 Technology 15.32%
4 Industrials 10.34%
5 Financials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$468K 0.14%
+8,996
227
$461K 0.13%
+8,594
228
$461K 0.13%
+4,431
229
$458K 0.13%
+4,870
230
$457K 0.13%
+5,109
231
$453K 0.13%
+6,298
232
$452K 0.13%
+3,078
233
$450K 0.13%
+29,976
234
$445K 0.13%
+17,525
235
$442K 0.13%
+8,968
236
$441K 0.13%
+12,040
237
$434K 0.13%
+3,722
238
$432K 0.13%
+4,567
239
$426K 0.12%
+4,016
240
$424K 0.12%
+25,636
241
$424K 0.12%
+5,988
242
$420K 0.12%
+43,103
243
$418K 0.12%
+8,627
244
$410K 0.12%
+2,073
245
$409K 0.12%
+17,486
246
$407K 0.12%
+2,094
247
$406K 0.12%
+11,753
248
$404K 0.12%
+11,938
249
$402K 0.12%
+4,725
250
$402K 0.12%
+12,281
8 9
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