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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
$152M
AUM Growth
+$9.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
753
New
Increased
Reduced
Closed

Sector Composition

1 Technology 22.06%
2 Industrials 6.93%
3 Consumer Discretionary 4.93%
4 Healthcare 4.08%
5 Financials 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
-13
727
-400
728
-63
729
$0 ﹤0.01%
+10
730
-300
731
$0 ﹤0.01%
+4
732
-139
733
-125
734
-5
735
$0 ﹤0.01%
1
736
-75
737
-14
738
$0 ﹤0.01%
165
739
-19
740
-2
741
$0 ﹤0.01%
6
742
-32
743
-164
744
$0 ﹤0.01%
3
-1
745
-10
746
-300
747
$0 ﹤0.01%
+4
748
$0 ﹤0.01%
36
749
$0 ﹤0.01%
1
750
$0 ﹤0.01%
2