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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
$684M
AUM Growth
+$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Buys

1
+$9.88M
2
+$9.08M
3
+$7.99M
4
QCOM icon
Qualcomm
QCOM
+$7.98M
5
TJX icon
TJX Companies
TJX
+$7.98M

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 18.02%
3 Healthcare 13.8%
4 Financials 11.6%
5 Industrials 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$207K 0.03%
+4,502
427
$205K 0.03%
+3,450
428
$168K 0.02%
+1,066
429
$87K 0.01%
+391
430
– –
-44,222
431
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-55,400
432
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-12,602
433
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-7,896
434
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-38,289
435
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-8,144
436
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-16,065
437
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-3,710
438
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-3,395
439
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-558
440
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-13,574
441
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-5,243
442
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-21,299
443
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-17,206
444
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-11,364
445
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-7,155
446
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-14,587
447
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-23,717
448
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-52,907
449
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-47,383
450
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-10,594
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