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
276
$582K 0.09%
6,950
-956
277
$579K 0.08%
+41,933
278
$574K 0.08%
+11,718
279
$573K 0.08%
13,150
-197
280
$572K 0.08%
+7,561
281
$570K 0.08%
+9,001
282
$569K 0.08%
+17,577
283
$568K 0.08%
+17,850
284
$565K 0.08%
+38,150
285
$562K 0.08%
+7,000
286
$561K 0.08%
+7,202
287
$552K 0.08%
+12,100
288
$551K 0.08%
3,675
-138
289
$550K 0.08%
+30,007
290
$547K 0.08%
+12,419
291
$544K 0.08%
+5,803
292
$540K 0.08%
+3,600
293
$538K 0.08%
+5,600
294
$533K 0.08%
+4,063
295
$527K 0.08%
+12,550
296
$516K 0.08%
+2,449
297
$516K 0.08%
8,400
-5,810
298
$507K 0.07%
+27,706
299
$507K 0.07%
+6,504
300
$505K 0.07%
+8,283
10 11
12
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