TC

TwinBeech Capital Portfolio holdings

AUM $4.41B
1-Year Est. Return 2.18%
This Quarter Est. Return
1 Year Est. Return
+2.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$684M
AUM Growth
+$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Buys

1
+$8.82M
2
+$7.89M
3
+$7.35M
4
QCOM icon
Qualcomm
QCOM
+$7.34M
5
SCHW icon
Charles Schwab
SCHW
+$7.33M

Top Sells

1
+$10.4M
2
+$9.58M
3
+$9.27M
4
PYPL icon
PayPal
PYPL
+$7.42M
5
ADSK icon
Autodesk
ADSK
+$7.16M

Sector Composition

1 Consumer Discretionary 21.92%
2 Technology 18.17%
3 Healthcare 13.8%
4 Financials 11.6%
5 Industrials 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.73M 0.55%
44,100
-22,493
52
$3.63M 0.53%
+61,353
53
$3.58M 0.52%
40,949
+8,699
54
$3.55M 0.52%
+32,515
55
$3.54M 0.52%
13,200
+8,058
56
$3.4M 0.5%
+55,550
57
$3.36M 0.49%
47,534
-14,920
58
$3.35M 0.49%
239,850
+216,622
59
$3.33M 0.49%
+29,576
60
$3.25M 0.48%
+54,587
61
$3.22M 0.47%
+63,074
62
$3.2M 0.47%
+37,400
63
$3.11M 0.46%
96,855
+64,560
64
$3.03M 0.44%
+43,947
65
$3M 0.44%
46,900
+7,109
66
$2.93M 0.43%
+17,700
67
$2.93M 0.43%
60,713
+18,399
68
$2.9M 0.42%
+141,422
69
$2.87M 0.42%
+9,340
70
$2.84M 0.41%
+4,967
71
$2.83M 0.41%
+5,417
72
$2.75M 0.4%
+30,977
73
$2.71M 0.4%
14,050
+11,150
74
$2.71M 0.4%
+125,500
75
$2.69M 0.39%
+73,042
1 2
3
4 5