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
401
$253K 0.04%
+9,105
402
$252K 0.04%
+9,600
403
$250K 0.04%
+8,206
404
$249K 0.04%
1,097
-15,820
405
$249K 0.04%
+6,749
406
$248K 0.04%
3,405
-165
407
$248K 0.04%
+2,500
408
$242K 0.04%
+14,700
409
$241K 0.04%
+6,000
410
$241K 0.04%
+2,000
411
$240K 0.04%
5,800
-1,083
412
$240K 0.04%
10,080
-103
413
$232K 0.03%
+10,900
414
$230K 0.03%
+19,138
415
$222K 0.03%
+3,101
416
$221K 0.03%
+6,798
417
$221K 0.03%
2,135
-4,701
418
$221K 0.03%
+7,881
419
$218K 0.03%
+5,050
420
$217K 0.03%
+2,250
421
$213K 0.03%
1,188
-717
422
$209K 0.03%
7,716
-19,454
423
$209K 0.03%
+7,796
424
$208K 0.03%
+2,111
425
$208K 0.03%
13,257
-3,577
15 16
17
18 19