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TwinBeech Capital Portfolio holdings

AUM $965M
1-Year Est. Return 0.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-0.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$461M
AUM Growth
+$5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$5.4M
3
+$5.28M
4
CB icon
Chubb
CB
+$5.14M
5
LIN icon
Linde
LIN
+$5.07M

Top Sells

1
+$5.89M
2
+$5.79M
3
+$4.89M
4
PAYC icon
Paycom
PAYC
+$4.85M
5
DUK icon
Duke Energy
DUK
+$4.84M

Sector Composition

1 Technology 19.12%
2 Consumer Discretionary 17.61%
3 Healthcare 14.24%
4 Industrials 11.74%
5 Financials 10.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$73K 0.02%
+10,707
402
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-17,400
403
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-6,323
404
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-1,889
405
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-4,981
406
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-39,944
407
– –
-6,733
408
– –
-30,989
409
– –
-4,055
410
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-41,931
411
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-11,762
412
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413
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-26,790
414
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-21,582
415
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-14,066
416
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-15,864
417
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-6,079
418
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-80,826
419
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-165,257
420
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-35,045
421
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-46,770
422
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-27,002
423
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-1,845
424
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-17,578
425
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-5,165
15 16
17
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