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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
326
$13K 0.01%
300
327
$13K 0.01%
206
+56
328
$13K 0.01%
100
329
$13K 0.01%
200
330
$13K 0.01%
100
331
$13K 0.01%
266
332
$13K 0.01%
600
333
$13K 0.01%
2,716
334
$13K 0.01%
67
335
$13K 0.01%
266
336
$13K 0.01%
250
337
$13K 0.01%
407
338
$13K 0.01%
722
+145
339
$13K 0.01%
81
340
$13K 0.01%
180
341
$13K 0.01%
243
342
$13K 0.01%
490
+70
343
$13K 0.01%
2,598
+168
344
$13K 0.01%
188
345
$12K ﹤0.01%
135
346
$12K ﹤0.01%
150
347
$12K ﹤0.01%
57
348
$12K ﹤0.01%
1,680
349
$12K ﹤0.01%
100
350
$12K ﹤0.01%
1,230
+1
12 13
14
15 16