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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
$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
576
$1K ﹤0.01%
31
577
$1K ﹤0.01%
146
578
$1K ﹤0.01%
125
579
$1K ﹤0.01%
21
580
$1K ﹤0.01%
32
-2
581
$1K ﹤0.01%
165
582
$1K ﹤0.01%
142
583
$1K ﹤0.01%
45
584
$1K ﹤0.01%
47
585
$1K ﹤0.01%
187
-750
586
$1K ﹤0.01%
67
587
$1K ﹤0.01%
313
588
$1K ﹤0.01%
14
589
– –
-69
590
$0 ﹤0.01%
40
591
– –
-108
592
– –
-118
593
– –
-970
594
– –
-35
595
$0 ﹤0.01%
16
596
– –
-200
597
$0 ﹤0.01%
+50
598
$0 ﹤0.01%
33
599
– –
-100
600
– –
-200
22 23
24
25 26