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
$138M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Buys

1 +$8.4M
2 +$877K
3 +$347K
4
VKQ icon
Invesco Municipal Trust
VKQ
+$152K
5
NPI
NUVEEN PREMIUN INC MUN FUND
NPI
+$137K

Sector Composition

1 Technology 25.22%
2 Industrials 6.97%
3 Consumer Discretionary 5.15%
4 Healthcare 5.13%
5 Financials 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$6K ﹤0.01%
129
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52
428
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$6K ﹤0.01%
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436
$5K ﹤0.01%
103
437
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+60
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1,000
441
$5K ﹤0.01%
88
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67
443
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355
-416
445
$5K ﹤0.01%
140
446
$5K ﹤0.01%
+50
447
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233
448
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32
-7
449
$5K ﹤0.01%
145
450
$5K ﹤0.01%
300