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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
$143M
AUM Growth
+$7.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$914K
3
+$517K
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$494K
5
PCAR icon
PACCAR
PCAR
+$281K

Top Sells

1
+$1.12M
2
+$889K
3
+$886K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$219K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$132K

Sector Composition

1 Technology 23.72%
2 Industrials 7.4%
3 Healthcare 5.28%
4 Consumer Discretionary 4.68%
5 Financials 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$5K ﹤0.01%
300
477
$5K ﹤0.01%
+45
478
$5K ﹤0.01%
50
479
$5K ﹤0.01%
127
480
$5K ﹤0.01%
67
481
$5K ﹤0.01%
101
+51
482
$5K ﹤0.01%
+200
483
$5K ﹤0.01%
+50
484
$5K ﹤0.01%
300
+100
485
$5K ﹤0.01%
20
486
$5K ﹤0.01%
120
487
$5K ﹤0.01%
101
488
$5K ﹤0.01%
+105
489
$4K ﹤0.01%
45
490
$4K ﹤0.01%
35
491
$4K ﹤0.01%
+111
492
$4K ﹤0.01%
304
493
$4K ﹤0.01%
71
494
$4K ﹤0.01%
404
+204
495
$4K ﹤0.01%
+10
496
$4K ﹤0.01%
2,148
497
$4K ﹤0.01%
205
+1
498
$4K ﹤0.01%
+200
499
$4K ﹤0.01%
72
500
$4K ﹤0.01%
35
18 19
20
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