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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
$261M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$13.4M
3
+$13.2M
4
MLPA icon
Global X MLP ETF
MLPA
+$12.4M
5
DYLS
WisdomTree Dynamic Long/Short U.S. Equity Fund
DYLS
+$4.07M

Top Sells

1
+$13.6M
2
+$12.7M
3
+$12M
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$9.97M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$4.41M

Sector Composition

1 Technology 19.68%
2 Industrials 5.45%
3 Consumer Discretionary 4.16%
4 Healthcare 2.77%
5 Financials 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$7K ﹤0.01%
408
452
$7K ﹤0.01%
88
453
$7K ﹤0.01%
436
+4
454
$7K ﹤0.01%
100
455
$7K ﹤0.01%
129
456
$7K ﹤0.01%
67
457
$7K ﹤0.01%
118
-227,128
458
$7K ﹤0.01%
967
459
$7K ﹤0.01%
200
+150
460
$7K ﹤0.01%
234
461
$7K ﹤0.01%
99
462
$7K ﹤0.01%
197
463
$7K ﹤0.01%
+280
464
$7K ﹤0.01%
300
465
$7K ﹤0.01%
129
466
$7K ﹤0.01%
200
467
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+80
468
$7K ﹤0.01%
250
469
$7K ﹤0.01%
233
470
$6K ﹤0.01%
50
471
$6K ﹤0.01%
33
472
$6K ﹤0.01%
50
473
$6K ﹤0.01%
45
474
$6K ﹤0.01%
123
+1
475
$6K ﹤0.01%
82
+1
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19
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