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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
401
$8K 0.01%
800
402
$8K 0.01%
122
403
$7K 0.01%
+100
404
$7K 0.01%
35
405
$7K 0.01%
144
406
$7K 0.01%
2,148
407
$7K 0.01%
158
408
$7K 0.01%
129
409
$7K 0.01%
560
410
$7K 0.01%
271
-55
411
$7K 0.01%
75
412
$7K 0.01%
107
413
$7K 0.01%
136
+1
414
$7K 0.01%
170
415
$7K 0.01%
1
-1
416
$7K 0.01%
82
417
$7K 0.01%
77
-218
418
$7K 0.01%
46
419
$6K ﹤0.01%
67
420
$6K ﹤0.01%
5
421
$6K ﹤0.01%
110
-220
422
$6K ﹤0.01%
300
423
$6K ﹤0.01%
52
-43
424
$6K ﹤0.01%
33
425
$6K ﹤0.01%
45
15 16
17
18 19