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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
$147M
AUM Growth
+$8.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$1.1M
3
+$1.07M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$930K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$461K

Top Sells

1
+$1.5M
2
+$1.23M
3
+$418K
4
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
+$178K
5
VMI icon
Valmont Industries
VMI
+$111K

Sector Composition

1 Technology 23.15%
2 Industrials 6.7%
3 Consumer Discretionary 4.9%
4 Healthcare 4.42%
5 Consumer Staples 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$1K ﹤0.01%
46
602
$1K ﹤0.01%
87
603
$1K ﹤0.01%
14
604
$1K ﹤0.01%
+500
605
$1K ﹤0.01%
2,082
606
$1K ﹤0.01%
32
607
$1K ﹤0.01%
25
608
$1K ﹤0.01%
167
609
$1K ﹤0.01%
8
+3
610
$1K ﹤0.01%
10
611
$1K ﹤0.01%
43
612
$1K ﹤0.01%
16
613
$1K ﹤0.01%
15
614
$1K ﹤0.01%
3
615
$1K ﹤0.01%
40
616
$1K ﹤0.01%
69
+1
617
$1K ﹤0.01%
20
618
$1K ﹤0.01%
33
619
$1K ﹤0.01%
102
620
$1K ﹤0.01%
45
621
$1K ﹤0.01%
141
622
$1K ﹤0.01%
163
623
$1K ﹤0.01%
295
624
$1K ﹤0.01%
16
625
$1K ﹤0.01%
+70
23 24
25
26 27