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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
601
$2K ﹤0.01%
46
602
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90
603
$2K ﹤0.01%
87
604
$2K ﹤0.01%
50
605
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+100
606
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+2
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175
608
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609
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+1
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61
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611
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72
612
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200
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$2K ﹤0.01%
165
615
$2K ﹤0.01%
32
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$2K ﹤0.01%
25
617
$2K ﹤0.01%
1,500
618
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619
$1K ﹤0.01%
32
620
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30
-128
621
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25
622
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112
623
$1K ﹤0.01%
30
624
$1K ﹤0.01%
21
625
$1K ﹤0.01%
40
23 24
25
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