TC

TradeLink Capital Portfolio holdings

AUM $12.5M
1-Year Est. Return 26.97%
This Quarter Est. Return
1 Year Est. Return
+26.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$24.1M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$1.38M
2 +$1.33M
3 +$1.03M
4
JPM icon
JPMorgan Chase
JPM
+$956K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$818K

Top Sells

1 +$3.02M
2 +$168K

Sector Composition

1 Real Estate 16.11%
2 Financials 15.39%
3 Healthcare 13.58%
4 Technology 11.63%
5 Industrials 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$201K 0.83%
+1,920
52
$119K 0.49%
+3,483
53
$72K 0.3%
20,000
-46,500
54
-36,000