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TCM

Tradewinds Capital Management Portfolio holdings

AUM $504M
1-Year Est. Return 40.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$476K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$405K
2
+$170K
3
+$170K
4
NPF
NUVEEN PREMIER MUNI INCOME FD
NPF
+$152K
5
MFT
BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND
MFT
+$151K

Top Sells

1
+$1.22M
2
+$319K
3
+$116K
4
SBUX icon
Starbucks
SBUX
+$110K
5
T icon
AT&T
T
+$110K

Sector Composition

1 Technology 28.52%
2 Industrials 6.32%
3 Healthcare 5.09%
4 Consumer Discretionary 4.03%
5 Consumer Staples 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$25K 0.02%
100
277
$25K 0.02%
222
278
$25K 0.02%
702
279
$24K 0.02%
2,780
280
$24K 0.02%
200
+20
281
$24K 0.02%
690
282
$24K 0.02%
800
283
$23K 0.02%
99
284
$23K 0.02%
393
+160
285
$23K 0.02%
+227
286
$23K 0.02%
665
287
$23K 0.02%
560
288
$22K 0.02%
472
289
$22K 0.02%
579
290
$22K 0.02%
238
291
$22K 0.02%
467
292
$22K 0.02%
150
+20
293
$22K 0.02%
1,350
-435
294
$21K 0.02%
300
295
$21K 0.02%
464
296
$20K 0.02%
1,000
297
$20K 0.02%
866
298
$20K 0.02%
399
299
$20K 0.02%
1,200
300
$20K 0.02%
502
-498
10 11
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