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
151
$1.36M 0.2%
+10,837
152
$1.36M 0.2%
+34,805
153
$1.35M 0.2%
+32,209
154
$1.35M 0.2%
+10,119
155
$1.33M 0.2%
+14,800
156
$1.33M 0.2%
+20,127
157
$1.33M 0.19%
+34,900
158
$1.33M 0.19%
+13,252
159
$1.32M 0.19%
+14,700
160
$1.32M 0.19%
+15,200
161
$1.32M 0.19%
+7,280
162
$1.31M 0.19%
+71,800
163
$1.26M 0.18%
+22,332
164
$1.24M 0.18%
28,000
+17,583
165
$1.24M 0.18%
+22,493
166
$1.23M 0.18%
34,100
-47,872
167
$1.22M 0.18%
+27,367
168
$1.21M 0.18%
+40,040
169
$1.21M 0.18%
+27,798
170
$1.21M 0.18%
+54,400
171
$1.2M 0.18%
15,874
+8,900
172
$1.18M 0.17%
5,214
+2,724
173
$1.18M 0.17%
+10,637
174
$1.18M 0.17%
+40,765
175
$1.18M 0.17%
+7,150
5 6
7
8 9