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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
326
$15K 0.01%
215
-585
327
$15K 0.01%
428
328
$15K 0.01%
402
329
$15K 0.01%
359
330
$15K 0.01%
740
331
$15K 0.01%
2,164
+1,544
332
$15K 0.01%
2,150
333
$14K 0.01%
200
334
$14K 0.01%
110
335
$14K 0.01%
131
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336
$14K 0.01%
320
-4
337
$14K 0.01%
340
338
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1,315
339
$14K 0.01%
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340
$14K 0.01%
330
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341
$14K 0.01%
447
342
$14K 0.01%
500
343
$14K 0.01%
436
344
$14K 0.01%
800
345
$14K 0.01%
2
346
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408
347
$14K 0.01%
1,311
348
$13K 0.01%
99
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349
$13K 0.01%
350
350
$13K 0.01%
1,772
12 13
14
15 16