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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
$152M
AUM Growth
+$9.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
753
New
Increased
Reduced
Closed

Sector Composition

1 Technology 22.06%
2 Industrials 6.93%
3 Consumer Discretionary 4.93%
4 Healthcare 4.08%
5 Financials 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$3K ﹤0.01%
128
+1
502
$3K ﹤0.01%
+105
503
$3K ﹤0.01%
42
504
$3K ﹤0.01%
580
505
$3K ﹤0.01%
+100
506
$3K ﹤0.01%
80
507
$3K ﹤0.01%
100
508
$3K ﹤0.01%
69
-2,103
509
$3K ﹤0.01%
10
510
$3K ﹤0.01%
41
+38
511
$3K ﹤0.01%
876
+126
512
$3K ﹤0.01%
248
-1,903
513
$3K ﹤0.01%
65
514
$3K ﹤0.01%
74
+37
515
$3K ﹤0.01%
589
516
$3K ﹤0.01%
25
517
$3K ﹤0.01%
500
518
$3K ﹤0.01%
200
519
$3K ﹤0.01%
100
520
-175
521
$3K ﹤0.01%
64
522
$3K ﹤0.01%
205
523
$3K ﹤0.01%
43
524
$3K ﹤0.01%
65
+60
525
$3K ﹤0.01%
128