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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
$205M
AUM Growth
+$9.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
796
New
Increased
Reduced
Closed

Top Buys

1 +$12.1M
2 +$5.5M
3 +$3.85M
4
ZJPN
SPDR Solactive Japan ETF
ZJPN
+$3.84M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.74M

Sector Composition

1 Technology 20.8%
2 Industrials 6.79%
3 Consumer Discretionary 4.09%
4 Healthcare 3.16%
5 Financials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$1K ﹤0.01%
27
627
$1K ﹤0.01%
95
628
$1K ﹤0.01%
+100
629
$1K ﹤0.01%
+11
630
$1K ﹤0.01%
16
631
$1K ﹤0.01%
23
632
$1K ﹤0.01%
15
633
$1K ﹤0.01%
36
634
$1K ﹤0.01%
+10
635
$1K ﹤0.01%
18
636
$1K ﹤0.01%
52
637
$1K ﹤0.01%
50
-450
638
$1K ﹤0.01%
90
639
$1K ﹤0.01%
67
640
$1K ﹤0.01%
+15
641
$1K ﹤0.01%
191
642
$1K ﹤0.01%
+160
643
$1K ﹤0.01%
440
644
$1K ﹤0.01%
59
-61
645
$1K ﹤0.01%
34
646
$1K ﹤0.01%
160
647
$1K ﹤0.01%
500
648
$1K ﹤0.01%
+50
649
$1K ﹤0.01%
125
650
$1K ﹤0.01%
36