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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
$131M
AUM Growth
+$9.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$2.33M
3
+$507K
4
FFIV icon
F5
FFIV
+$389K
5
NKX icon
Nuveen California AMT-Free Quality Municipal Income Fund
NKX
+$274K

Top Sells

1
+$2.96M
2
+$1.37M
3
+$993K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$556K
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$497K

Sector Composition

1 Technology 27.39%
2 Industrials 6.79%
3 Healthcare 5.04%
4 Consumer Discretionary 4.06%
5 Consumer Staples 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$10K 0.01%
1,212
+6
377
$10K 0.01%
235
-58
378
$10K 0.01%
+125
379
$10K 0.01%
800
380
$9K 0.01%
228
381
$9K 0.01%
2,148
382
$9K 0.01%
122
383
$9K 0.01%
84
384
$9K 0.01%
120
385
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215
386
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72
387
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388
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200
389
$9K 0.01%
2
390
$8K 0.01%
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391
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144
392
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393
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200
394
$8K 0.01%
129
395
$8K 0.01%
326
396
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136
397
$8K 0.01%
510
398
$8K 0.01%
101
-24
399
$8K 0.01%
135
400
$8K 0.01%
197
14 15
16
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