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
376
$298K 0.04%
+6,008
377
$297K 0.04%
3,517
-606
378
$297K 0.04%
8,626
-8,692
379
$294K 0.04%
3,972
-12,091
380
$293K 0.04%
+2,306
381
$292K 0.04%
3,023
-7,550
382
$291K 0.04%
12,250
-11,839
383
$289K 0.04%
+4,850
384
$288K 0.04%
+3,950
385
$286K 0.04%
+24,179
386
$285K 0.04%
+3,858
387
$283K 0.04%
4,100
-4,494
388
$283K 0.04%
6,797
+1,467
389
$282K 0.04%
+3,452
390
$281K 0.04%
+1,873
391
$273K 0.04%
+3,178
392
$270K 0.04%
+5,330
393
$270K 0.04%
+15,392
394
$267K 0.04%
+6,542
395
$267K 0.04%
6,600
-13,536
396
$266K 0.04%
+7,516
397
$266K 0.04%
+7,786
398
$260K 0.04%
+1,200
399
$260K 0.04%
+5,000
400
$258K 0.04%
18,723
-11,555
14 15
16
17 18