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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
$462M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
747
New
Increased
Reduced
Closed

Sector Composition

1 Technology 17.25%
2 Consumer Discretionary 3.88%
3 Industrials 2.7%
4 Healthcare 1.6%
5 Consumer Staples 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
-83
702
-60
703
$0 ﹤0.01%
+5
704
$0 ﹤0.01%
4
705
-185
706
-100
707
-500
708
-28
709
-18
710
-30
711
$0 ﹤0.01%
10
712
-189
713
$0 ﹤0.01%
1
714
$0 ﹤0.01%
9
715
-75
716
-140
717
$0 ﹤0.01%
36
718
-20
719
$0 ﹤0.01%
77
720
$0 ﹤0.01%
34
721
$0 ﹤0.01%
3
722
$0 ﹤0.01%
205
723
-90
724
-1,500
725
-3