We are live on ! Find out more
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
$239M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
714
New
Increased
Reduced
Closed

Sector Composition

1 Technology 19.29%
2 Industrials 5.4%
3 Consumer Discretionary 3.94%
4 Healthcare 2.69%
5 Financials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$55K 0.02%
1,600
202
$55K 0.02%
2,125
-163,774
203
$54K 0.02%
1,979
204
$53K 0.02%
1,598
-39,511
205
$52K 0.02%
1,441
-103,056
206
$52K 0.02%
766
207
$51K 0.02%
734
+150
208
$51K 0.02%
4,625
-193
209
$51K 0.02%
1,146
210
$50K 0.02%
1,060
+10
211
$49K 0.02%
629
212
$49K 0.02%
261
213
$49K 0.02%
811
214
$49K 0.02%
1,315
+910
215
$48K 0.02%
300
216
$48K 0.02%
1,572
-433
217
$48K 0.02%
682
218
$48K 0.02%
2,096
219
$48K 0.02%
640
220
$47K 0.02%
161
221
$47K 0.02%
1,128
222
$47K 0.02%
2,070
+15
223
$47K 0.02%
1,288
224
$47K 0.02%
797
-77
225
$46K 0.02%
7,761
+1,635