We are live on ! Find out more
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
$203M
AUM Growth
-$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
723
New
Increased
Reduced
Closed

Top Buys

1 +$12.3M
2 +$12.3M
3 +$11.3M
4
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$5.02M
5
BANR icon
Banner Corp
BANR
+$1.17M

Sector Composition

1 Technology 21.49%
2 Industrials 5.7%
3 Consumer Discretionary 4.47%
4 Healthcare 2.69%
5 Financials 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
-360
677
-510
678
-52,285
679
-1,005
680
-5
681
-100
682
$0 ﹤0.01%
3
683
-350
684
$0 ﹤0.01%
+90
685
-10
686
-390
687
-200
688
-2,327
689
$0 ﹤0.01%
5
690
$0 ﹤0.01%
1
691
-80
692
-36
693
-811
694
-200
695
-39
696
$0 ﹤0.01%
20
697
-1,466
698
-744
699
-158
700
$0 ﹤0.01%
25