TC

TradeLink Capital Portfolio holdings

AUM $13.9M
1-Year Est. Return 25.19%
This Quarter Est. Return
1 Year Est. Return
+25.19%
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
+$1.51M
2
+$1.47M
3
+$1.08M
4
JPM icon
JPMorgan Chase
JPM
+$948K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$800K

Top Sells

1
+$3.02M
2
+$167K

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
1 2
3