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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
$190M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Sector Composition

1 Technology 19.15%
2 Industrials 6.04%
3 Consumer Discretionary 4.17%
4 Healthcare 3.28%
5 Financials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$7K ﹤0.01%
600
452
$7K ﹤0.01%
+300
453
$7K ﹤0.01%
+200
454
$7K ﹤0.01%
129
455
$6K ﹤0.01%
408
456
$6K ﹤0.01%
334
+111
457
$6K ﹤0.01%
+238
458
$6K ﹤0.01%
54
459
$6K ﹤0.01%
67
460
$6K ﹤0.01%
159
461
$6K ﹤0.01%
220
462
$6K ﹤0.01%
160
-80
463
$6K ﹤0.01%
45
464
$6K ﹤0.01%
80
465
$6K ﹤0.01%
327
+5
466
$6K ﹤0.01%
350
-500
467
$6K ﹤0.01%
95
-5
468
$6K ﹤0.01%
145
-35
469
$6K ﹤0.01%
+364
470
$6K ﹤0.01%
196
471
$6K ﹤0.01%
57
472
$5K ﹤0.01%
50
473
$5K ﹤0.01%
277
474
$5K ﹤0.01%
127
475
$5K ﹤0.01%
+349