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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
751
0
752
0
753
$0 ﹤0.01%
2
754
-875
755
0
756
-443
757
-113
758
-41
759
-10
760
-170
761
$0 ﹤0.01%
2
762
-140
763
-2,300
764
-235
765
-159