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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
$462M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
747
New
Increased
Reduced
Closed

Sector Composition

1 Technology 17.25%
2 Consumer Discretionary 3.88%
3 Industrials 2.7%
4 Healthcare 1.6%
5 Consumer Staples 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$8K ﹤0.01%
50
-50
452
$8K ﹤0.01%
419
453
$8K ﹤0.01%
+50
454
$8K ﹤0.01%
137
-43
455
$8K ﹤0.01%
188
456
$8K ﹤0.01%
1,426
457
$8K ﹤0.01%
50
458
$8K ﹤0.01%
220
459
$8K ﹤0.01%
80
460
$8K ﹤0.01%
503
+6
461
$8K ﹤0.01%
67
462
$8K ﹤0.01%
120
463
$8K ﹤0.01%
131
+82
464
$8K ﹤0.01%
332
465
$8K ﹤0.01%
107
466
$8K ﹤0.01%
1,185
467
$8K ﹤0.01%
298
-458
468
$8K ﹤0.01%
1,850
+300
469
$8K ﹤0.01%
125
-175
470
$8K ﹤0.01%
180
471
$7K ﹤0.01%
672
472
$7K ﹤0.01%
30
473
$7K ﹤0.01%
250
474
$7K ﹤0.01%
227
475
$7K ﹤0.01%
24
-87