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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
$147M
AUM Growth
+$8.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$1.1M
3
+$1.07M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$930K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$461K

Top Sells

1
+$1.5M
2
+$1.23M
3
+$418K
4
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
+$178K
5
VMI icon
Valmont Industries
VMI
+$111K

Sector Composition

1 Technology 23.15%
2 Industrials 6.7%
3 Consumer Discretionary 4.9%
4 Healthcare 4.42%
5 Consumer Staples 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$10K 0.01%
1,388
402
$10K 0.01%
300
403
$10K 0.01%
1,664
-1,500
404
$10K 0.01%
506
+100
405
– –
0
406
– –
0
407
$9K 0.01%
136
408
$9K 0.01%
+101
409
$9K 0.01%
122
+1
410
$9K 0.01%
+1,000
411
$9K 0.01%
420
412
$9K 0.01%
724
413
$9K 0.01%
+375
414
$9K 0.01%
200
415
$9K 0.01%
+90
416
$9K 0.01%
38
-12
417
$9K 0.01%
82
418
$9K 0.01%
1,053
419
$9K 0.01%
805
+2
420
$9K 0.01%
31
421
$9K 0.01%
287
-884
422
$8K 0.01%
124
423
$8K 0.01%
364
424
$8K 0.01%
450
425
– –
0
15 16
17
18 19