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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
526
$3K ﹤0.01%
45
527
$3K ﹤0.01%
120
528
$3K ﹤0.01%
51
529
$3K ﹤0.01%
133
530
$3K ﹤0.01%
42
+5
531
$3K ﹤0.01%
205
+5
532
$3K ﹤0.01%
+46
533
$3K ﹤0.01%
36
+1
534
$3K ﹤0.01%
+128
535
$3K ﹤0.01%
+58
536
$3K ﹤0.01%
106
537
$3K ﹤0.01%
70
538
$3K ﹤0.01%
+126
539
$3K ﹤0.01%
+40
540
$3K ﹤0.01%
80
541
$3K ﹤0.01%
+28
542
$3K ﹤0.01%
110
+2
543
$3K ﹤0.01%
10
544
$3K ﹤0.01%
51
545
$3K ﹤0.01%
+100
546
$3K ﹤0.01%
177
+162
547
$3K ﹤0.01%
109
548
$3K ﹤0.01%
31
549
$3K ﹤0.01%
385
550
$3K ﹤0.01%
268
+244
20 21
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