We are live on ! Find out more
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
$152M
AUM Growth
+$9.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
753
New
Increased
Reduced
Closed

Sector Composition

1 Technology 22.06%
2 Industrials 6.93%
3 Consumer Discretionary 4.93%
4 Healthcare 4.08%
5 Financials 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$16K 0.01%
234
327
$15K 0.01%
215
328
$15K 0.01%
300
329
$15K 0.01%
715
330
-232
331
$15K 0.01%
712
332
$15K 0.01%
105
+70
333
$15K 0.01%
+287
334
$14K 0.01%
103
+1
335
$14K 0.01%
866
336
$14K 0.01%
200
337
$14K 0.01%
+10,000
338
$13K 0.01%
220
339
$13K 0.01%
200
340
$13K 0.01%
160
341
$13K 0.01%
1,500
342
-434
343
$13K 0.01%
724
344
-595
345
$13K 0.01%
57
-92
346
$13K 0.01%
590
-950
347
$13K 0.01%
188
348
$13K 0.01%
336
349
$13K 0.01%
270
350
$13K 0.01%
513
+149