TC

TwinBeech Capital Portfolio holdings

AUM $1.41B
1-Year Est. Return 3.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-3.53%
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
626
-4,545
627
-24,201
628
-7,280