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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
551
$3K ﹤0.01%
100
552
$3K ﹤0.01%
+36
553
$3K ﹤0.01%
66
554
$3K ﹤0.01%
215
555
$3K ﹤0.01%
6
556
$3K ﹤0.01%
252
557
$3K ﹤0.01%
54
558
$3K ﹤0.01%
+89
559
– –
0
560
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+94
561
$3K ﹤0.01%
42
562
$3K ﹤0.01%
+40
563
$3K ﹤0.01%
+250
564
$2K ﹤0.01%
350
565
$2K ﹤0.01%
50
566
$2K ﹤0.01%
15
567
$2K ﹤0.01%
+9
568
$2K ﹤0.01%
295
569
$2K ﹤0.01%
100
570
$2K ﹤0.01%
+50
571
$2K ﹤0.01%
150
572
$2K ﹤0.01%
+300
573
$2K ﹤0.01%
192
574
$2K ﹤0.01%
14
575
$2K ﹤0.01%
50
-50
21 22
23
24 25