TCM

Tradewinds Capital Management Portfolio holdings

AUM $474M
1-Year Est. Return 31.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
775
New
Increased
Reduced
Closed

Top Sells

1 +$3.41M
2 +$365K
3 +$330K
4
STJ
St Jude Medical
STJ
+$314K
5
VMO icon
Invesco Municipal Opportunity Trust
VMO
+$268K

Sector Composition

1 Technology 22.62%
2 Industrials 6.96%
3 Consumer Discretionary 5.23%
4 Healthcare 3.99%
5 Financials 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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+100
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+115