Over the past month the Twitter Top 10 portfolio basically tracked the market. There were two big gainers Twitter (TWTR) and Gilead Sciences (GILD). Both were up around 14%. The big drag on the portfolio was El Pollo Loco (LOCO) down nearly 14%.

On the first Friday of every month we select the 10 most bullish stocks on Twitter as the holdings for the next month. Below is a chart with this month’s candidates. The first 10 will be in the portfolio until the first Friday of October. Please note: we’re keeping GOOG instead of changing it for GOOGL because GOOG has been in the portfolio since June.

Below is a performance chart and details of the August holdings. Please note: I’ll update this post with today’s closing prices sometime over the weekend.