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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
576
$2K ﹤0.01%
+58
577
$2K ﹤0.01%
20
578
$2K ﹤0.01%
+122
579
$2K ﹤0.01%
95
580
$2K ﹤0.01%
95
581
$2K ﹤0.01%
+81
582
$2K ﹤0.01%
20
583
$2K ﹤0.01%
700
584
$2K ﹤0.01%
43
585
$2K ﹤0.01%
50
-50
586
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200
587
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25
+15
588
$2K ﹤0.01%
34
589
$2K ﹤0.01%
33
590
$2K ﹤0.01%
36
591
$2K ﹤0.01%
100
592
$2K ﹤0.01%
50
593
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8
+3
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$2K ﹤0.01%
40
595
$2K ﹤0.01%
112
-1
596
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94
597
$2K ﹤0.01%
67
598
$2K ﹤0.01%
100
599
$2K ﹤0.01%
85
600
$2K ﹤0.01%
+33
22 23
24
25 26