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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
476
$4K ﹤0.01%
100
477
$4K ﹤0.01%
304
-1
478
$3K ﹤0.01%
71
479
$3K ﹤0.01%
106
480
$3K ﹤0.01%
50
481
$3K ﹤0.01%
+7,400
482
$3K ﹤0.01%
6
483
$3K ﹤0.01%
38
484
$3K ﹤0.01%
57
485
$3K ﹤0.01%
202
+1
486
$3K ﹤0.01%
102
+2
487
$3K ﹤0.01%
+100
488
$3K ﹤0.01%
178
489
$3K ﹤0.01%
43
490
$3K ﹤0.01%
54
491
$3K ﹤0.01%
200
492
$3K ﹤0.01%
104
+1
493
$3K ﹤0.01%
10
494
$3K ﹤0.01%
29
495
$3K ﹤0.01%
113
496
$3K ﹤0.01%
+200
497
$3K ﹤0.01%
51
-50
498
$3K ﹤0.01%
400
499
$3K ﹤0.01%
+108
500
$3K ﹤0.01%
31
18 19
20
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