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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
301
$16K 0.01%
160
302
$16K 0.01%
210
303
$16K 0.01%
300
304
$16K 0.01%
210
305
$16K 0.01%
279
+224
306
$16K 0.01%
+318
307
$16K 0.01%
106
308
$16K 0.01%
170
-170
309
$16K 0.01%
300
310
$15K 0.01%
202
311
$15K 0.01%
321
+2
312
$15K 0.01%
200
313
$15K 0.01%
196
314
$14K 0.01%
355
315
$14K 0.01%
200
316
$14K 0.01%
+525
317
$14K 0.01%
309
+27
318
$14K 0.01%
378
319
$14K 0.01%
101
+1
320
$14K 0.01%
226
321
$14K 0.01%
359
322
$14K 0.01%
486
+4
323
$14K 0.01%
360
324
$14K 0.01%
260
325
$13K 0.01%
94
11 12
13
14 15