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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
$462M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
747
New
Increased
Reduced
Closed

Sector Composition

1 Technology 17.25%
2 Consumer Discretionary 3.88%
3 Industrials 2.7%
4 Healthcare 1.6%
5 Consumer Staples 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$4K ﹤0.01%
10
-5
527
$4K ﹤0.01%
25
528
$4K ﹤0.01%
300
529
$4K ﹤0.01%
17
530
$4K ﹤0.01%
+50
531
$4K ﹤0.01%
171
532
$4K ﹤0.01%
100
533
$4K ﹤0.01%
580
534
$4K ﹤0.01%
158
535
$4K ﹤0.01%
52
536
$4K ﹤0.01%
69
537
$4K ﹤0.01%
11
538
$4K ﹤0.01%
138
539
$4K ﹤0.01%
534
+12
540
$4K ﹤0.01%
134
541
$4K ﹤0.01%
300
542
$4K ﹤0.01%
7
543
$4K ﹤0.01%
268
544
$4K ﹤0.01%
+50
545
$4K ﹤0.01%
560
+400
546
$4K ﹤0.01%
61
547
$4K ﹤0.01%
133
-388
548
$4K ﹤0.01%
50
549
$4K ﹤0.01%
100
550
$4K ﹤0.01%
300