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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
$239M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
714
New
Increased
Reduced
Closed

Sector Composition

1 Technology 19.29%
2 Industrials 5.4%
3 Consumer Discretionary 3.94%
4 Healthcare 2.69%
5 Financials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$0 ﹤0.01%
3
702
$0 ﹤0.01%
+28
703
$0 ﹤0.01%
5
-1
704
$0 ﹤0.01%
10
705
-33
706
-23
707
$0 ﹤0.01%
36
708
$0 ﹤0.01%
200
709
-197
710
-67
711
$0 ﹤0.01%
+2
712
-1,210
713
-1,452