We are live on ! Find out more
TC

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
476
– –
-21,778
477
– –
-23,456
478
– –
-14,263
479
– –
-8,348
480
– –
-9,165
481
– –
-10,586
482
– –
-4,401
483
– –
-10,118
484
– –
-33,648
485
– –
-63,170
486
– –
-3,615
487
– –
-1,834
488
– –
-32,842
489
– –
-13,656
490
– –
-20,404
491
– –
-1,222
492
– –
-11,016
493
– –
-12,386
494
– –
-30,669
495
– –
-5,754
496
– –
-9,119
497
– –
-755
498
– –
-30,353
499
– –
-6,987
500
– –
-1,470
18 19
20
21 22