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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
$616M
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$10.4M
3
+$8.64M
4
TTD icon
Trade Desk
TTD
+$8.57M
5
HD icon
Home Depot
HD
+$6.73M

Top Sells

1
+$5.17M
2
+$5.13M
3
+$4.99M
4
RTX icon
RTX Corp
RTX
+$4.99M
5
INTC icon
Intel
INTC
+$4.98M

Sector Composition

1 Technology 23.05%
2 Consumer Discretionary 18.2%
3 Healthcare 14.11%
4 Communication Services 10.77%
5 Industrials 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$217K 0.04%
+2,513
402
$217K 0.04%
5,102
-14,425
403
$216K 0.04%
4,034
-14,253
404
$214K 0.03%
+2,930
405
$210K 0.03%
+3,395
406
$208K 0.03%
+282
407
$206K 0.03%
+1,719
408
$205K 0.03%
+1,120
409
$203K 0.03%
+2,740
410
$192K 0.03%
+22,694
411
$139K 0.02%
+3,570
412
$132K 0.02%
+10,928
413
$70K 0.01%
+11,364
414
– –
-16,850
415
– –
-16,129
416
– –
-17,014
417
– –
-16,515
418
– –
-29,647
419
– –
-5,308
420
– –
-25,997
421
– –
-13,566
422
– –
-5,982
423
– –
-46,139
424
– –
-8,620
425
– –
-3,403
15 16
17
18 19