We are live on ! Find out more
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
$132M
AUM Growth
+$476K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$405K
2
+$170K
3
+$170K
4
NPF
NUVEEN PREMIER MUNI INCOME FD
NPF
+$152K
5
MFT
BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND
MFT
+$151K

Top Sells

1
+$1.22M
2
+$319K
3
+$116K
4
SBUX icon
Starbucks
SBUX
+$110K
5
T icon
AT&T
T
+$110K

Sector Composition

1 Technology 28.52%
2 Industrials 6.32%
3 Healthcare 5.09%
4 Consumer Discretionary 4.03%
5 Consumer Staples 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$2K ﹤0.01%
32
-18
552
$1K ﹤0.01%
+50
553
$1K ﹤0.01%
+125
554
$1K ﹤0.01%
33
555
$1K ﹤0.01%
25
556
$1K ﹤0.01%
167
557
$1K ﹤0.01%
141
558
$1K ﹤0.01%
12
559
$1K ﹤0.01%
27
-100
560
$1K ﹤0.01%
250
-1,000
561
$1K ﹤0.01%
16
562
$1K ﹤0.01%
19
563
$1K ﹤0.01%
13
-683
564
$1K ﹤0.01%
30
565
$1K ﹤0.01%
440
566
$1K ﹤0.01%
24
567
$1K ﹤0.01%
2,800
568
$1K ﹤0.01%
5
569
$1K ﹤0.01%
32
570
$1K ﹤0.01%
37
-13
571
$1K ﹤0.01%
215
572
$1K ﹤0.01%
20
573
$1K ﹤0.01%
35
574
$1K ﹤0.01%
+10
575
$1K ﹤0.01%
35
21 22
23
24 25