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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
$617M
AUM Growth
-$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Sector Composition

1 Technology 16.01%
2 Consumer Discretionary 2.87%
3 Industrials 2.12%
4 Healthcare 1.37%
5 Consumer Staples 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$7K ﹤0.01%
+230
527
$7K ﹤0.01%
88
528
$7K ﹤0.01%
100
529
$7K ﹤0.01%
40
+15
530
$7K ﹤0.01%
+5,000
531
$6K ﹤0.01%
520
+250
532
$6K ﹤0.01%
227
533
$6K ﹤0.01%
46
534
$6K ﹤0.01%
17
535
$6K ﹤0.01%
158
536
$6K ﹤0.01%
500
537
$6K ﹤0.01%
344
538
$6K ﹤0.01%
407
539
$6K ﹤0.01%
171
540
$6K ﹤0.01%
55
541
$6K ﹤0.01%
400
-2,936
542
$6K ﹤0.01%
163
543
$6K ﹤0.01%
+85
544
$6K ﹤0.01%
28
545
$6K ﹤0.01%
100
546
$6K ﹤0.01%
138
547
$6K ﹤0.01%
50
-25
548
$6K ﹤0.01%
40
549
$6K ﹤0.01%
584
+10
550
$6K ﹤0.01%
1,257