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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
376
$10K 0.01%
355
377
$10K 0.01%
200
378
$10K 0.01%
240
+25
379
$10K 0.01%
150
+5
380
$10K 0.01%
1,218
+6
381
$10K 0.01%
200
382
$9K 0.01%
600
383
$9K 0.01%
228
384
$9K 0.01%
120
385
$9K 0.01%
400
386
$9K 0.01%
8
387
$9K 0.01%
200
388
$9K 0.01%
81
389
$9K 0.01%
85
+1
390
$9K 0.01%
1,850
391
$8K 0.01%
136
392
$8K 0.01%
+124
393
$8K 0.01%
251
394
$8K 0.01%
200
395
$8K 0.01%
46
396
$8K 0.01%
197
397
$8K 0.01%
263
+1
398
$8K 0.01%
1,056
399
$8K 0.01%
200
400
$8K 0.01%
145
14 15
16
17 18