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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
$1.42B
AUM Growth
+$595M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
832
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$19.7M
3
+$18.9M
4
UNP icon
Union Pacific
UNP
+$18.7M
5
CSX icon
CSX Corp
CSX
+$18.5M

Top Sells

1
+$8.87M
2
+$8.84M
3
+$8.82M
4
MCHP icon
Microchip Technology
MCHP
+$8.8M
5
TFC icon
Truist Financial
TFC
+$8.8M

Sector Composition

1 Technology 19.99%
2 Consumer Discretionary 17.24%
3 Healthcare 13.71%
4 Industrials 13.46%
5 Financials 12.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
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-8,077
802
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-167,744
803
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804
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805
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-28,515
806
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-4,770
807
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-47,111
808
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-10,991
809
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-5,500
810
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-1,973
811
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812
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813
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814
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815
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-24,745
816
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-913
817
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-86,486
818
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819
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820
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821
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822
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823
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-15,739
824
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825
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