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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
476
$6K ﹤0.01%
55
477
$6K ﹤0.01%
100
478
$6K ﹤0.01%
80
479
$6K ﹤0.01%
+180
480
$6K ﹤0.01%
81
481
$6K ﹤0.01%
357
+6
482
$6K ﹤0.01%
35
483
$6K ﹤0.01%
150
484
$6K ﹤0.01%
150
485
$6K ﹤0.01%
69
486
$6K ﹤0.01%
57
487
$5K ﹤0.01%
200
488
$5K ﹤0.01%
372
+5
489
$5K ﹤0.01%
+140
490
$5K ﹤0.01%
50
-50
491
$5K ﹤0.01%
120
492
$5K ﹤0.01%
+43
493
$5K ﹤0.01%
+360
494
$5K ﹤0.01%
+400
495
$5K ﹤0.01%
+135
496
$5K ﹤0.01%
600
497
$5K ﹤0.01%
33
498
$5K ﹤0.01%
206
499
$5K ﹤0.01%
+36
500
$5K ﹤0.01%
226
-6
18 19
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