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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
$190M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Sector Composition

1 Technology 19.15%
2 Industrials 6.04%
3 Consumer Discretionary 4.17%
4 Healthcare 3.28%
5 Financials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$0 ﹤0.01%
7
702
-75
703
-26
704
-110
705
-100
706
-43
707
-50
708
-34
709
-33
710
-14
711
$0 ﹤0.01%
13
712
-51
713
-61
714
-31
715
-100
716
-90
717
-100
718
$0 ﹤0.01%
5
719
-50
720
-76
721
$0 ﹤0.01%
1
722
-2
723
$0 ﹤0.01%
9
724
$0 ﹤0.01%
3
725
-625