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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
$190M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Sector Composition

1 Technology 19.15%
2 Industrials 6.04%
3 Consumer Discretionary 4.17%
4 Healthcare 3.28%
5 Financials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$2K ﹤0.01%
67
-68
577
$2K ﹤0.01%
25
578
$2K ﹤0.01%
33
579
$2K ﹤0.01%
64
580
$2K ﹤0.01%
115
581
$2K ﹤0.01%
+101
582
$2K ﹤0.01%
100
583
$2K ﹤0.01%
115
-4
584
$2K ﹤0.01%
150
585
$2K ﹤0.01%
+63
586
$2K ﹤0.01%
+36
587
$2K ﹤0.01%
81
588
$2K ﹤0.01%
500
589
$2K ﹤0.01%
200
-100
590
$2K ﹤0.01%
20
591
$2K ﹤0.01%
1,071
592
$2K ﹤0.01%
600
+200
593
$2K ﹤0.01%
80
594
$2K ﹤0.01%
+160
595
$2K ﹤0.01%
545
596
$2K ﹤0.01%
400
597
$2K ﹤0.01%
81
598
$2K ﹤0.01%
+60
599
$2K ﹤0.01%
67
600
$2K ﹤0.01%
47
-40