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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
$445M
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
718
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.63%
2 Industrials 1.84%
3 Financials 1.78%
4 Consumer Discretionary 1.53%
5 Healthcare 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
-120
702
-200
703
-195
704
-5
705
-155
706
-2
707
-100
708
-30
709
-2
710
-420
711
-80
712
-128
713
-5
714
-18
715
-16
716
-414
717
-2
718
-103