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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
601
$1K ﹤0.01%
202
602
$1K ﹤0.01%
10
603
$1K ﹤0.01%
20
604
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16
605
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80
-80
606
$1K ﹤0.01%
80
-80
607
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545
608
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52
609
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90
610
$1K ﹤0.01%
34
611
$1K ﹤0.01%
18
612
$1K ﹤0.01%
6
613
$1K ﹤0.01%
219
614
$1K ﹤0.01%
385
615
$1K ﹤0.01%
95
616
$1K ﹤0.01%
70
617
$1K ﹤0.01%
90
618
$1K ﹤0.01%
46
619
$1K ﹤0.01%
191
620
$1K ﹤0.01%
440
621
$1K ﹤0.01%
30
622
$1K ﹤0.01%
158
-158
623
$1K ﹤0.01%
25
624
$1K ﹤0.01%
66
625
$1K ﹤0.01%
30
23 24
25
26 27