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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
$273M
AUM Growth
+$69.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Sector Composition

1 Technology 18.31%
2 Industrials 4.91%
3 Consumer Discretionary 3.65%
4 Healthcare 1.96%
5 Financials 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
-239
627
-115
628
-26
629
-95
630
$0 ﹤0.01%
1
631
$0 ﹤0.01%
3
632
-118
633
-79
634
$0 ﹤0.01%
600
635
$0 ﹤0.01%
126
636
0
637
-173
638
$0 ﹤0.01%
80
639
-6
640
-233,430
641
$0 ﹤0.01%
3
642
-46
643
$0 ﹤0.01%
100
+10
644
-128
645
-24
646
-1,093
647
-340
648
-64
649
$0 ﹤0.01%
1
650
-1,012