TCM

Tradewinds Capital Management Portfolio holdings

AUM $445M
1-Year Est. Return 18.85%
This Quarter Est. Return
1 Year Est. Return
+18.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$374M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
655
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$29.7M
3
+$28.9M
4
INDA icon
iShares MSCI India ETF
INDA
+$28.5M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$27.7M

Top Sells

1
+$29.3M
2
+$29.1M
3
+$28.8M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$28.7M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$27.8M

Sector Composition

1 Technology 4.75%
2 Industrials 2.06%
3 Consumer Discretionary 1.43%
4 Financials 1.14%
5 Consumer Staples 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$29.8K 0.01%
801
+356
227
$29.7K 0.01%
2,000
228
$29.3K 0.01%
83
229
$29.3K 0.01%
1,320
-1,258
230
$29.2K 0.01%
47
-3
231
$29.2K 0.01%
115
232
$29.2K 0.01%
59
+8
233
$28.7K 0.01%
170
+60
234
$26.7K 0.01%
13
235
$26.4K 0.01%
340
236
$26.3K 0.01%
240
237
$26.2K 0.01%
550
238
$26K 0.01%
42
+39
239
$25.9K 0.01%
220
240
$25.9K 0.01%
220
+15
241
$25.9K 0.01%
1,931
242
$25.3K 0.01%
50
243
$25.2K 0.01%
8
+3
244
$25.1K 0.01%
240
245
$25K 0.01%
30
+6
246
$25K 0.01%
48
+18
247
$24.9K 0.01%
320
248
$24.9K 0.01%
310
+60
249
$24.7K 0.01%
215
+20
250
$24.7K 0.01%
1,190
8 9
10
11 12