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
$69.2M
AUM Growth
-$5.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$2.9M
3
+$2.47M
4
CVX icon
Chevron
CVX
+$2.18M
5
MCD icon
McDonald's
MCD
+$2.03M

Top Sells

1
+$2.48M
2
+$2.11M
3
+$1.71M
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$1.65M
5
DOC icon
Healthpeak Properties
DOC
+$1.56M

Sector Composition

1 Consumer Discretionary 28.09%
2 Technology 18.96%
3 Industrials 10.7%
4 Energy 7.2%
5 Healthcare 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$20K 0.03%
+3,200
202
$19K 0.03%
+900
203
$19K 0.03%
+6,100
204
$19K 0.03%
+257
205
$18K 0.03%
+1,200
206
$18K 0.03%
+1,400
207
$18K 0.03%
+1,200
208
$17K 0.02%
+2,500
209
$17K 0.02%
+1,200
210
$17K 0.02%
+31
211
$17K 0.02%
+420
212
$16K 0.02%
+1,100
213
$16K 0.02%
+1,000
214
$16K 0.02%
+700
215
$15K 0.02%
+1,500
216
$14K 0.02%
+320
217
$14K 0.02%
+700
218
$14K 0.02%
+500
219
$13K 0.02%
+400
220
$13K 0.02%
+111
221
$13K 0.02%
+1,800
222
$12K 0.02%
+900
223
$12K 0.02%
+2
224
$11K 0.02%
+410
225
$11K 0.02%
+1,500
7 8
9
10 11