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
326
$405K 0.06%
+11,798
327
$399K 0.06%
+9,444
328
$398K 0.06%
+6,050
329
$396K 0.06%
+4,960
330
$394K 0.06%
3,030
+1,254
331
$393K 0.06%
+8,823
332
$392K 0.06%
+7,800
333
$387K 0.06%
+3,724
334
$383K 0.06%
+3,227
335
$382K 0.06%
1,189
-6,949
336
$381K 0.06%
+5,551
337
$377K 0.06%
+4,200
338
$377K 0.06%
18,960
-16,243
339
$375K 0.05%
+7,924
340
$375K 0.05%
9,716
+539
341
$374K 0.05%
+1,535
342
$374K 0.05%
+4,943
343
$372K 0.05%
+4,220
344
$371K 0.05%
+3,991
345
$371K 0.05%
9,423
-4,752
346
$366K 0.05%
+13,555
347
$363K 0.05%
2,100
-5,062
348
$362K 0.05%
8,269
-5,745
349
$361K 0.05%
+3,897
350
$358K 0.05%
+3,622
12 13
14
15 16