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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
$461M
AUM Growth
+$5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$5.4M
3
+$5.28M
4
CB icon
Chubb
CB
+$5.14M
5
LIN icon
Linde
LIN
+$5.07M

Top Sells

1
+$5.89M
2
+$5.79M
3
+$4.89M
4
PAYC icon
Paycom
PAYC
+$4.85M
5
DUK icon
Duke Energy
DUK
+$4.84M

Sector Composition

1 Technology 19.12%
2 Consumer Discretionary 17.61%
3 Healthcare 14.24%
4 Industrials 11.74%
5 Financials 10.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
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-4,580
502
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503
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-63,292
504
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505
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506
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-33,988
507
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-9,628
508
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-52,619
509
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-12,774
510
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-12,300
511
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-16,971
512
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513
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-349,744
514
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515
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516
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517
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518
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519
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520
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521
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522
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523
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524
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525
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-2,689
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