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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
$252M
AUM Growth
+$7.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
672
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$14.2M
3
+$13.8M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$3.91M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$3.57M

Top Sells

1
+$17M
2
+$9.99M
3
+$5.66M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$5.22M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$3.88M

Sector Composition

1 Technology 21.52%
2 Industrials 5.39%
3 Consumer Discretionary 4.66%
4 Financials 2.32%
5 Consumer Staples 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$20K 0.01%
659
-2
277
$20K 0.01%
800
+5
278
$20K 0.01%
748
+2
279
$20K 0.01%
234
280
$19K 0.01%
472
+1
281
$19K 0.01%
404
-100
282
$19K 0.01%
428
+1
283
$19K 0.01%
724
284
$19K 0.01%
137
285
$18K 0.01%
680
286
$18K 0.01%
407
287
$18K 0.01%
221
288
$18K 0.01%
345
289
$18K 0.01%
1,600
290
$18K 0.01%
1,500
291
$17K 0.01%
156
292
$17K 0.01%
610
+230
293
$17K 0.01%
57
294
$17K 0.01%
818
+6
295
$17K 0.01%
297
296
$17K 0.01%
3,150
297
$17K 0.01%
1,201
298
$17K 0.01%
1,200
299
$16K 0.01%
310
300
$16K 0.01%
90
10 11
12
13 14