TCM

Tradewinds Capital Management Portfolio holdings

AUM $398M
1-Year Est. Return 18.61%
This Quarter Est. Return
1 Year Est. Return
+18.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$321M
AUM Growth
+$2.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.57%
2 Industrials 1.65%
3 Consumer Discretionary 0.91%
4 Financials 0.74%
5 Consumer Staples 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$104K 0.03%
942
+3
77
$104K 0.03%
347
78
$103K 0.03%
656
-8
79
$103K 0.03%
+418
80
$103K 0.03%
432
-322
81
$101K 0.03%
2,313
+2,307
82
$101K 0.03%
1,322
-475,474
83
$100K 0.03%
724
+2
84
$100K 0.03%
+3,427
85
$96.2K 0.03%
+3,558
86
$94.2K 0.03%
+3,072
87
$89.5K 0.03%
1,160
88
$88.9K 0.03%
1,716
+24
89
$87.9K 0.03%
1,677
90
$87.6K 0.03%
650
-5
91
$86.8K 0.03%
1,570
+12
92
$85.1K 0.03%
1,600
+12
93
$84.1K 0.03%
208
94
$82.5K 0.03%
693
95
$82.5K 0.03%
1,910
96
$81.5K 0.03%
415
97
$76.8K 0.02%
2,298
-205
98
$76.1K 0.02%
1,189
+10
99
$75.8K 0.02%
425
-4
100
$75.6K 0.02%
705
+4