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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
426
$8K 0.01%
196
427
$8K 0.01%
120
428
$8K 0.01%
967
-805
429
$7K ﹤0.01%
+110
430
$7K ﹤0.01%
188
-300
431
$7K ﹤0.01%
63
+50
432
$7K ﹤0.01%
170
433
$7K ﹤0.01%
75
434
$7K ﹤0.01%
197
435
$7K ﹤0.01%
113
436
$7K ﹤0.01%
200
437
– –
0
438
$7K ﹤0.01%
+350
439
$7K ﹤0.01%
197
440
$7K ﹤0.01%
276
441
$6K ﹤0.01%
+1,000
442
$6K ﹤0.01%
107
443
$6K ﹤0.01%
129
444
$6K ﹤0.01%
201
445
$6K ﹤0.01%
125
446
$6K ﹤0.01%
200
447
$6K ﹤0.01%
33
448
$6K ﹤0.01%
300
449
$6K ﹤0.01%
83
-34
450
$6K ﹤0.01%
129
16 17
18
19 20