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TCM
Tradewinds Capital Management Portfolio holdings
AUM
$504M
1-Year Est. Return
40.92%
This Fund
S&P 500
1 Year Est. Return
+40.92%
AUM
$140M
AUM Growth
-$7.22M
(-4.9%)
Holding
727
Top Buys
| 1 | +$1.45M | |
| 2 | +$1.45M | |
| 3 | +$1.12M | |
| 4 |
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
|
+$925K |
| 5 |
Schwab US REIT ETF
SCHH
|
+$583K |
Top Sells
| 1 | +$2.98M | |
| 2 | +$1.65M | |
| 3 | +$950K | |
| 4 |
Nuveen California Quality Municipal Income Fund
NAC
|
+$895K |
| 5 |
MUS
BLACKROCK MUNIHOLDINGS QUALITY FUND, INC.
MUS
|
+$674K |
Sector Composition
| 1 | Technology | 21.88% |
| 2 | Industrials | 7.09% |
| 3 | Healthcare | 5.09% |
| 4 | Consumer Discretionary | 5.05% |
| 5 | Consumer Staples | 2.82% |