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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
$462M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
747
New
Increased
Reduced
Closed

Sector Composition

1 Technology 17.25%
2 Consumer Discretionary 3.88%
3 Industrials 2.7%
4 Healthcare 1.6%
5 Consumer Staples 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$14K ﹤0.01%
1,010
377
$14K ﹤0.01%
135
378
$14K ﹤0.01%
378
379
$14K ﹤0.01%
110
-18
380
$14K ﹤0.01%
407
381
$14K ﹤0.01%
+56
382
$14K ﹤0.01%
880
+11
383
$14K ﹤0.01%
100
384
$14K ﹤0.01%
300
385
$14K ﹤0.01%
266
386
$13K ﹤0.01%
40
+30
387
$13K ﹤0.01%
600
-275
388
$13K ﹤0.01%
234
389
$13K ﹤0.01%
155
390
$13K ﹤0.01%
95
391
$13K ﹤0.01%
567
392
$12K ﹤0.01%
298
393
$12K ﹤0.01%
100
394
$12K ﹤0.01%
230
395
$12K ﹤0.01%
175
-51
396
$12K ﹤0.01%
60
397
$12K ﹤0.01%
98
398
$12K ﹤0.01%
340
399
$12K ﹤0.01%
142
400
$12K ﹤0.01%
100