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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
426
$6K ﹤0.01%
50
427
$6K ﹤0.01%
724
428
$6K ﹤0.01%
200
+50
429
$6K ﹤0.01%
1,000
430
$6K ﹤0.01%
216
431
$6K ﹤0.01%
169
432
$6K ﹤0.01%
510
433
$6K ﹤0.01%
120
434
$6K ﹤0.01%
100
435
$6K ﹤0.01%
162
436
$6K ﹤0.01%
197
437
$6K ﹤0.01%
81
+1
438
$6K ﹤0.01%
100
+25
439
$5K ﹤0.01%
+50
440
$5K ﹤0.01%
121
+30
441
$5K ﹤0.01%
99
442
$5K ﹤0.01%
129
443
$5K ﹤0.01%
87
444
$5K ﹤0.01%
1,000
445
$5K ﹤0.01%
54
-15
446
$5K ﹤0.01%
445
447
$5K ﹤0.01%
127
448
$5K ﹤0.01%
79
449
$5K ﹤0.01%
100
+25
450
$5K ﹤0.01%
100
16 17
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