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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
$143M
AUM Growth
+$7.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$914K
3
+$517K
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$494K
5
PCAR icon
PACCAR
PCAR
+$281K

Top Sells

1
+$1.12M
2
+$889K
3
+$886K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$219K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$132K

Sector Composition

1 Technology 23.72%
2 Industrials 7.4%
3 Healthcare 5.28%
4 Consumer Discretionary 4.68%
5 Financials 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$13K 0.01%
461
+193
377
$13K 0.01%
300
378
$13K 0.01%
140
379
$13K 0.01%
408
380
$13K 0.01%
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381
$12K 0.01%
900
382
$12K 0.01%
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383
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670
384
$12K 0.01%
224
385
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337
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387
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4
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389
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390
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392
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390
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394
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87
395
$11K 0.01%
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396
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397
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398
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399
$11K 0.01%
334
400
$11K 0.01%
200
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