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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
$152M
AUM Growth
+$9.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
753
New
Increased
Reduced
Closed

Sector Composition

1 Technology 22.06%
2 Industrials 6.93%
3 Consumer Discretionary 4.93%
4 Healthcare 4.08%
5 Financials 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$0 ﹤0.01%
5
652
-215
653
$0 ﹤0.01%
+9
654
-60
655
-87
656
$0 ﹤0.01%
6
-5
657
-50
658
$0 ﹤0.01%
32
659
-27
660
-94
661
-31
662
-242
663
-150
664
-250
665
$0 ﹤0.01%
40
666
-214
667
-161
668
$0 ﹤0.01%
25
669
0
670
-30
671
-98
672
-165
673
-96
674
-399
675
-24