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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
$251M
AUM Growth
-$94.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$4.87M
3
+$4.14M
4
MPC icon
Marathon Petroleum
MPC
+$3.84M
5
LOW icon
Lowe's Companies
LOW
+$3.79M

Top Sells

1
+$4.34M
2
+$4.32M
3
+$4.16M
4
TJX icon
TJX Companies
TJX
+$4.16M
5
STZ icon
Constellation Brands
STZ
+$4.1M

Sector Composition

1 Technology 20.61%
2 Consumer Discretionary 19.54%
3 Industrials 13.65%
4 Healthcare 11.78%
5 Financials 11.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
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527
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528
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529
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530
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-8,719
531
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532
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533
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534
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535
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536
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538
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539
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-65,856
540
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541
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542
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543
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544
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545
– –
-4,532
546
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