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
326
$248K 0.07%
+4,532
327
$248K 0.07%
+1,730
328
$247K 0.07%
+9,947
329
$246K 0.07%
+1,691
330
$238K 0.07%
+12,552
331
$235K 0.07%
+17,621
332
$234K 0.07%
+2,537
333
$234K 0.07%
+1,140
334
$232K 0.07%
+7,578
335
$231K 0.07%
+14,681
336
$229K 0.07%
+6,663
337
$228K 0.07%
+5,842
338
$228K 0.07%
+5,986
339
$226K 0.07%
+5,580
340
$225K 0.07%
+2,531
341
$224K 0.06%
+1,962
342
$224K 0.06%
+8,557
343
$223K 0.06%
+8,320
344
$222K 0.06%
+10,417
345
$219K 0.06%
+5,141
346
$217K 0.06%
+10,113
347
$215K 0.06%
+3,281
348
$213K 0.06%
+6,866
349
$212K 0.06%
+1,387
350
$209K 0.06%
+11,841
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