TC

TwinBeech Capital Portfolio holdings

AUM $4.41B
1-Year Est. Return 2.18%
This Quarter Est. Return
1 Year Est. Return
+2.18%
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
26
$5.71M 0.83%
+47,589
27
$5.59M 0.82%
+18,072
28
$5.46M 0.8%
11,150
+9,245
29
$5.21M 0.76%
+47,050
30
$5.15M 0.75%
19,880
+18,485
31
$5.07M 0.74%
63,465
+28,340
32
$5.05M 0.74%
+36,634
33
$4.91M 0.72%
145,050
+52,155
34
$4.8M 0.7%
+62,150
35
$4.71M 0.69%
+55,603
36
$4.68M 0.68%
+9,473
37
$4.43M 0.65%
+53,152
38
$4.42M 0.65%
+17,350
39
$4.31M 0.63%
+45,363
40
$4.26M 0.62%
35,000
+8,470
41
$4.22M 0.62%
72,450
-18,976
42
$4.15M 0.61%
+67,007
43
$4.06M 0.59%
+13,595
44
$4.04M 0.59%
+75,300
45
$4.01M 0.59%
+115,500
46
$3.92M 0.57%
25,255
+11,746
47
$3.89M 0.57%
+194,500
48
$3.83M 0.56%
62,513
-19,195
49
$3.82M 0.56%
+128,040
50
$3.82M 0.56%
37,060
-6,220
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