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
301
$488K 0.07%
+28,948
302
$486K 0.07%
+4,600
303
$484K 0.07%
+6,900
304
$482K 0.07%
+24,489
305
$481K 0.07%
+4,850
306
$481K 0.07%
+12,700
307
$479K 0.07%
2,987
-1,040
308
$473K 0.07%
+2,259
309
$470K 0.07%
23,039
-8,490
310
$463K 0.07%
+3,497
311
$461K 0.07%
+4,300
312
$457K 0.07%
+3,522
313
$457K 0.07%
18,500
+3,419
314
$455K 0.07%
+5,800
315
$451K 0.07%
+4,850
316
$451K 0.07%
1,461
-3,794
317
$447K 0.07%
+2,000
318
$442K 0.06%
21,000
-2,604
319
$440K 0.06%
+2,288
320
$432K 0.06%
+3,532
321
$422K 0.06%
5,250
+584
322
$421K 0.06%
+12,152
323
$418K 0.06%
+5,892
324
$416K 0.06%
+2,374
325
$409K 0.06%
+8,325
11 12
13
14 15