TRADEWINDS CAPITAL Overview

Tradewinds Capital Management Llc is an investment advisor that manages 507.5 MM dollars in regulatory AUM and has 5 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 143MM in positions, representing 28% of the manager's regulatory AUM.

TRADEWINDS CAPITAL StockAlpha

+1.7%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

TRADEWINDS CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MSFT 15.32% Tech 3.56% 0.95% 0 36%
SCHH 13.23% ETF -7.39% -1.15% 1 1%
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FEATURED IN
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TRADEWINDS CAPITAL Founders and Key Employees

Name Title In Position Since
Bryant J. Engebretson Chief Compliance Officer March-2008

TRADEWINDS CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

TRADEWINDS CAPITAL Investment Strategy

Item 8 Methods of Analysis, Investment Strategies and Risk of Loss

A. The Registrant may utilize the following methods of security analysis:
• Charting - (analysis performed using patterns to identify current trends and trend reversals to forecast the direction of prices)
• Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
• Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)
• Cyclical – (analysis performed on historical relationships between price and market trends, to forecast the direction of prices)

The Registrant may utilize the following investment strategies when implementing investment advice given to clients:
• Long Term Purchases (securities held at least a year)



Tradewinds Capital Management –...
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TRADEWINDS CAPITAL Portfolio Concentration

TRADEWINDS CAPITAL Location

2211 RIMLAND DRIVE
SUITE 401
BELLINGHAM, Washington
UNITED STATES, 98226

TRADEWINDS CAPITAL Contact Information

Phone Number: 360-715-9000
Fax Number: 360-715-9001
Website:

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