TCM

Tradewinds Capital Management Portfolio holdings

AUM $445M
1-Year Est. Return 18.85%
This Quarter Est. Return
1 Year Est. Return
+18.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$3.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
744
New
Increased
Reduced
Closed

Sector Composition

1 Technology 23%
2 Industrials 7.19%
3 Consumer Discretionary 5.25%
4 Healthcare 5%
5 Consumer Staples 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$8K 0.01%
137
402
$8K 0.01%
250
403
$7K ﹤0.01%
150
404
$7K ﹤0.01%
103
405
$7K ﹤0.01%
188
406
$7K ﹤0.01%
300
407
$7K ﹤0.01%
36
408
$7K ﹤0.01%
55
+20
409
$7K ﹤0.01%
30
-22
410
$7K ﹤0.01%
233
411
$7K ﹤0.01%
107
412
$7K ﹤0.01%
197
413
$7K ﹤0.01%
+110
414
$7K ﹤0.01%
81
415
$7K ﹤0.01%
723
-330
416
$6K ﹤0.01%
90
417
$6K ﹤0.01%
33
418
$6K ﹤0.01%
408
419
$6K ﹤0.01%
129
420
$6K ﹤0.01%
52
421
$6K ﹤0.01%
198
422
$6K ﹤0.01%
35
423
$6K ﹤0.01%
4
424
$6K ﹤0.01%
87
425
$6K ﹤0.01%
131