TC

TradeLink Capital Portfolio holdings

AUM $28.2M
1-Year Est. Return 26.52%
This Quarter Est. Return
1 Year Est. Return
+26.52%
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
1
$1.51M 6.26%
+13,457
2
$1.47M 6.12%
+18,240
3
$1.08M 4.48%
+11,558
4
$948K 3.94%
+10,080
5
$800K 3.32%
+4,480
6
$799K 3.32%
+80,200
7
$731K 3.04%
+5,200
8
$694K 2.88%
+14,880
9
$667K 2.77%
+29,234
10
$649K 2.7%
+6,400
11
$646K 2.68%
+10,800
12
$638K 2.65%
+26,880
13
$633K 2.63%
+6,480
14
$624K 2.59%
+3,680
15
$494K 2.05%
+3,475
16
$493K 2.05%
+5,520
17
$485K 2.01%
+8,800
18
$449K 1.86%
+7,280
19
$421K 1.75%
+10,800
20
$421K 1.75%
+2,480
21
$411K 1.71%
+9,200
22
$405K 1.68%
+1,360
23
$395K 1.64%
+12,732
24
$391K 1.62%
+6,160
25
$381K 1.58%
+2,000
1
2 3