TCM
Tradewinds Capital Management Portfolio holdings
AUM
$398M
This Quarter Return
+1.63%
1 Year Return
+18.61%
3 Year Return
+43.43%
5 Year Return
+80.73%
10 Year Return
+216.16%
AUM
$132M
AUM Growth
+$132M
(+0.36%)
Cap. Flow
-$1.15M
Cap. Flow
% of AUM
-0.87%
Top 10 Holdings %
Top 10 Hldgs %
46.19%
Holding
673
New
43
Increased
84
Reduced
89
Closed
57
Top Buys
Top Sells
| 1 |
Microsoft
MSFT
|
$1.27M |
| 2 |
FMN
Federated Hermes Premier Municipal Income Fund
FMN
|
$319K |
| 3 |
Apple
AAPL
|
$119K |
| 4 |
AT&T
T
|
$110K |
| 5 |
Starbucks
SBUX
|
$108K |
Sector Composition
| 1 | Technology | 28.52% |
| 2 | Industrials | 6.33% |
| 3 | Healthcare | 5.09% |
| 4 | Consumer Discretionary | 4.03% |
| 5 | Consumer Staples | 2.43% |