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
101
$2.18M 0.32%
+38,300
102
$2.18M 0.32%
+16,200
103
$2.17M 0.32%
38,150
-20,756
104
$2.17M 0.32%
+9,439
105
$2.15M 0.31%
+72,300
106
$2.1M 0.31%
+3,580
107
$2.09M 0.31%
+15,700
108
$2.09M 0.3%
7,765
-492
109
$2.08M 0.3%
+7,768
110
$2.08M 0.3%
+95,100
111
$2.04M 0.3%
+54,097
112
$2.01M 0.29%
+39,888
113
$1.99M 0.29%
+25,657
114
$1.97M 0.29%
+14,550
115
$1.96M 0.29%
8,728
+2,075
116
$1.92M 0.28%
+12,300
117
$1.91M 0.28%
+108,200
118
$1.91M 0.28%
25,076
+17,975
119
$1.87M 0.27%
+8,826
120
$1.86M 0.27%
+9,750
121
$1.86M 0.27%
+5,834
122
$1.81M 0.27%
+31,438
123
$1.8M 0.26%
+8,500
124
$1.78M 0.26%
+10,756
125
$1.76M 0.26%
+19,888
3 4
5
6 7