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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
$261M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$13.4M
3
+$13.2M
4
MLPA icon
Global X MLP ETF
MLPA
+$12.4M
5
DYLS
WisdomTree Dynamic Long/Short U.S. Equity Fund
DYLS
+$4.07M

Top Sells

1
+$13.6M
2
+$12.7M
3
+$12M
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$9.97M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$4.41M

Sector Composition

1 Technology 19.68%
2 Industrials 5.45%
3 Consumer Discretionary 4.16%
4 Healthcare 2.77%
5 Financials 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$3K ﹤0.01%
100
552
$3K ﹤0.01%
32
553
$3K ﹤0.01%
100
554
$3K ﹤0.01%
43
-7
555
$3K ﹤0.01%
49
-74,369
556
$3K ﹤0.01%
500
557
$3K ﹤0.01%
296
558
$2K ﹤0.01%
50
559
$2K ﹤0.01%
28
560
$2K ﹤0.01%
85
-2
561
$2K ﹤0.01%
10
-10
562
$2K ﹤0.01%
+670
563
$2K ﹤0.01%
141
564
$2K ﹤0.01%
55
565
$2K ﹤0.01%
81
+24
566
$2K ﹤0.01%
20
567
$2K ﹤0.01%
700
568
$2K ﹤0.01%
2,148
569
$2K ﹤0.01%
20
570
$2K ﹤0.01%
15
571
$2K ﹤0.01%
89
+49
572
$2K ﹤0.01%
500
573
$2K ﹤0.01%
580
574
$2K ﹤0.01%
1,071
575
$2K ﹤0.01%
28
21 22
23
24 25