TC

TwinBeech Capital Portfolio holdings

AUM $1.41B
1-Year Est. Return 3.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-3.53%
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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403
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404
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405
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408
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-5,944
409
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-37,319
410
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-10,002
411
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-92
412
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-7,096
413
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414
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415
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416
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417
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418
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420
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421
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422
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423
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15 16
17
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