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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
576
$2K ﹤0.01%
100
577
$2K ﹤0.01%
36
578
$2K ﹤0.01%
+25
579
$2K ﹤0.01%
112
580
$2K ﹤0.01%
56
581
$2K ﹤0.01%
500
582
$2K ﹤0.01%
100
583
$2K ﹤0.01%
589
584
$2K ﹤0.01%
64
585
$2K ﹤0.01%
101
586
$2K ﹤0.01%
150
587
$2K ﹤0.01%
4
588
$1K ﹤0.01%
50
-200
589
$1K ﹤0.01%
39
590
$1K ﹤0.01%
46
591
$1K ﹤0.01%
129
592
$1K ﹤0.01%
95
593
$1K ﹤0.01%
25
594
$1K ﹤0.01%
16
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$1K ﹤0.01%
23
596
$1K ﹤0.01%
160
597
$1K ﹤0.01%
500
598
$1K ﹤0.01%
30
599
$1K ﹤0.01%
36
600
$1K ﹤0.01%
50
22 23
24
25 26