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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
$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
501
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502
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503
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-35,026
504
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-73,182
505
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506
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-21,699
507
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-12,460
508
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-998
509
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-15,517
510
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-20,380
511
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512
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514
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515
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516
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-43,056
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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