TL

Tradewinds LLC Portfolio holdings

AUM $419M
1-Year Est. Return 20.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$9.16M
2
+$5.58M
3
+$5.1M
4
CACI icon
CACI
CACI
+$4.79M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$4.28M

Top Sells

1
+$10.8M
2
+$7.5M
3
+$6.39M
4
PG icon
Procter & Gamble
PG
+$4.93M
5
NEE icon
NextEra Energy
NEE
+$4.42M

Sector Composition

1 Healthcare 16.91%
2 Technology 13.88%
3 Financials 6.79%
4 Industrials 5.51%
5 Consumer Discretionary 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
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