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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
$261M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$13.4M
3
+$13.2M
4
MLPA icon
Global X MLP ETF
MLPA
+$12.4M
5
DYLS
WisdomTree Dynamic Long/Short U.S. Equity Fund
DYLS
+$4.07M

Top Sells

1
+$13.6M
2
+$12.7M
3
+$12M
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$9.97M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$4.41M

Sector Composition

1 Technology 19.68%
2 Industrials 5.45%
3 Consumer Discretionary 4.16%
4 Healthcare 2.77%
5 Financials 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$14K 0.01%
1,219
377
$14K 0.01%
1,000
378
$13K 0.01%
80
379
$13K 0.01%
75
380
$13K 0.01%
220
381
$13K 0.01%
+180
382
$13K 0.01%
281
+1
383
$13K 0.01%
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384
$13K 0.01%
196
385
$13K 0.01%
200
386
$13K 0.01%
160
387
$13K 0.01%
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388
$13K 0.01%
200
389
$13K 0.01%
350
390
$12K ﹤0.01%
462
391
$12K ﹤0.01%
680
392
$12K ﹤0.01%
150
393
$12K ﹤0.01%
162
394
$12K ﹤0.01%
120
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395
$12K ﹤0.01%
250
396
$12K ﹤0.01%
93
397
$12K ﹤0.01%
180
398
$12K ﹤0.01%
605
399
$12K ﹤0.01%
65
400
$11K ﹤0.01%
270
14 15
16
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