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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
451
$5K ﹤0.01%
+217
452
$5K ﹤0.01%
150
+25
453
$4K ﹤0.01%
+150
454
$4K ﹤0.01%
300
455
$4K ﹤0.01%
45
456
$4K ﹤0.01%
500
457
$4K ﹤0.01%
50
458
$4K ﹤0.01%
120
459
$4K ﹤0.01%
100
460
$4K ﹤0.01%
37
461
$4K ﹤0.01%
101
+1
462
$4K ﹤0.01%
120
463
$4K ﹤0.01%
296
464
$4K ﹤0.01%
400
465
$4K ﹤0.01%
150
466
$4K ﹤0.01%
+125
467
$4K ﹤0.01%
57
+1
468
$4K ﹤0.01%
135
+70
469
$4K ﹤0.01%
117
+1
470
$4K ﹤0.01%
233
471
$4K ﹤0.01%
165
+100
472
$4K ﹤0.01%
252
473
$4K ﹤0.01%
54
474
$4K ﹤0.01%
30
475
$4K ﹤0.01%
1,193
-172
17 18
19
20 21