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
$684M
AUM Growth
+$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Buys

1
+$8.82M
2
+$7.89M
3
+$7.35M
4
QCOM icon
Qualcomm
QCOM
+$7.34M
5
SCHW icon
Charles Schwab
SCHW
+$7.33M

Top Sells

1
+$10.4M
2
+$9.58M
3
+$9.27M
4
PYPL icon
PayPal
PYPL
+$7.42M
5
ADSK icon
Autodesk
ADSK
+$7.16M

Sector Composition

1 Consumer Discretionary 21.92%
2 Technology 18.17%
3 Healthcare 13.8%
4 Financials 11.6%
5 Industrials 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$681K 0.1%
+3,227
252
$680K 0.1%
+13,710
253
$679K 0.1%
+2,496
254
$676K 0.1%
2,498
-906
255
$675K 0.1%
+27,756
256
$672K 0.1%
+12,500
257
$660K 0.1%
+1,913
258
$659K 0.1%
+27,751
259
$639K 0.09%
+15,889
260
$639K 0.09%
+4,450
261
$639K 0.09%
+7,100
262
$637K 0.09%
22,095
-63,770
263
$628K 0.09%
16,850
+4,240
264
$625K 0.09%
+16,932
265
$624K 0.09%
13,631
+5,260
266
$619K 0.09%
+2,750
267
$618K 0.09%
+7,500
268
$612K 0.09%
+3,082
269
$607K 0.09%
+4,256
270
$604K 0.09%
+10,914
271
$601K 0.09%
+26,624
272
$600K 0.09%
3,020
+1,906
273
$590K 0.09%
+10,722
274
$586K 0.09%
+17,317
275
$585K 0.09%
+38,991
9 10
11
12 13