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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
$143M
AUM Growth
+$7.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$914K
3
+$517K
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$494K
5
PCAR icon
PACCAR
PCAR
+$281K

Top Sells

1
+$1.12M
2
+$889K
3
+$886K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$219K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$132K

Sector Composition

1 Technology 23.72%
2 Industrials 7.4%
3 Healthcare 5.28%
4 Consumer Discretionary 4.68%
5 Financials 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$9K 0.01%
+2,082
427
$8K 0.01%
1,500
428
$8K 0.01%
233
429
$8K 0.01%
107
430
$8K 0.01%
136
431
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171
432
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33
433
$8K 0.01%
300
434
$8K 0.01%
120
435
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724
436
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+81
437
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215
438
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439
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75
440
$8K 0.01%
16,200
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441
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$8K 0.01%
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443
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444
$8K 0.01%
300
445
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448
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449
$8K 0.01%
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450
$7K ﹤0.01%
+248
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