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
351
$357K 0.05%
7,050
-31,186
352
$354K 0.05%
+3,988
353
$351K 0.05%
+3,200
354
$343K 0.05%
3,805
-6,786
355
$332K 0.05%
1,800
-3,129
356
$331K 0.05%
+24,800
357
$328K 0.05%
12,091
-1,960
358
$325K 0.05%
10,434
+129
359
$325K 0.05%
+8,140
360
$322K 0.05%
+9,782
361
$320K 0.05%
+12,350
362
$319K 0.05%
1,738
-13,202
363
$319K 0.05%
+4,854
364
$317K 0.05%
+284
365
$315K 0.05%
+8,590
366
$315K 0.05%
+7,500
367
$313K 0.05%
+5,566
368
$312K 0.05%
+9,358
369
$309K 0.05%
+3,402
370
$308K 0.05%
+4,878
371
$308K 0.05%
9,734
-4,403
372
$305K 0.04%
1,780
-5,986
373
$300K 0.04%
+5,650
374
$299K 0.04%
+33,168
375
$298K 0.04%
+9,450
13 14
15
16 17