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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
$122M
AUM Growth
-$409K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Sector Composition

1 Technology 29.07%
2 Industrials 7.47%
3 Healthcare 5.45%
4 Consumer Discretionary 4.11%
5 Consumer Staples 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$3K ﹤0.01%
300
-100
527
$3K ﹤0.01%
40
528
$3K ﹤0.01%
+112
529
$3K ﹤0.01%
+133
530
$3K ﹤0.01%
+78
531
$3K ﹤0.01%
215
532
$3K ﹤0.01%
+30
533
$3K ﹤0.01%
400
534
$3K ﹤0.01%
+125
535
$3K ﹤0.01%
30
536
$3K ﹤0.01%
100
537
$3K ﹤0.01%
200
538
$3K ﹤0.01%
105
539
$3K ﹤0.01%
108
+2
540
$3K ﹤0.01%
+50
541
$3K ﹤0.01%
+400
542
$3K ﹤0.01%
+100
543
$3K ﹤0.01%
106
544
$3K ﹤0.01%
69
545
$2K ﹤0.01%
45
-50
546
$2K ﹤0.01%
87
-300
547
$2K ﹤0.01%
35
548
$2K ﹤0.01%
150
549
$2K ﹤0.01%
+100
550
$2K ﹤0.01%
64