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
76
$2.69M 0.39%
+7,900
77
$2.69M 0.39%
+61,650
78
$2.65M 0.39%
+24,050
79
$2.62M 0.38%
+48,700
80
$2.56M 0.37%
+61,566
81
$2.54M 0.37%
+106,150
82
$2.45M 0.36%
+54,709
83
$2.43M 0.36%
+8,354
84
$2.42M 0.35%
45,646
+26,254
85
$2.41M 0.35%
25,217
+18,071
86
$2.41M 0.35%
32,362
-23,458
87
$2.41M 0.35%
+57,697
88
$2.38M 0.35%
+103,998
89
$2.36M 0.35%
37,400
-2,733
90
$2.35M 0.34%
+57,709
91
$2.34M 0.34%
+10,600
92
$2.32M 0.34%
+11,500
93
$2.26M 0.33%
+8,104
94
$2.25M 0.33%
+9,860
95
$2.24M 0.33%
82,393
+31,431
96
$2.23M 0.33%
52,800
-3,135
97
$2.23M 0.33%
+40,700
98
$2.23M 0.33%
+5,356
99
$2.22M 0.32%
+82,700
100
$2.19M 0.32%
+47,982
2 3
4
5 6