TCM
Tradewinds Capital Management Portfolio holdings
AUM
$398M
1-Year Return
18.61%
This Quarter Return
+6.88%
1 Year Return
+18.61%
3 Year Return
+43.43%
5 Year Return
+80.73%
10 Year Return
+216.16%
AUM
$502M
AUM Growth
+$40.2M
(+8.7%)
Cap. Flow
+$23.4M
Cap. Flow
% of AUM
4.65%
Top 10 Holdings %
Top 10 Hldgs %
58.43%
Holding
811
New
97
Increased
132
Reduced
114
Closed
37
Top Buys
Top Sells
| 1 |
iShares MSCI Germany ETF
EWG
|
+$22M |
| 2 |
iShares MSCI South Korea ETF
EWY
|
+$21.6M |
| 3 |
Schwab International Small-Cap Equity ETF
SCHC
|
+$21.6M |
| 4 |
iShares MSCI India ETF
INDA
|
+$21.4M |
| 5 |
Schwab Emerging Markets Equity ETF
SCHE
|
+$20.1M |
Sector Composition
| 1 | Technology | 16.07% |
| 2 | Consumer Discretionary | 3.57% |
| 3 | Industrials | 2.82% |
| 4 | Healthcare | 1.56% |
| 5 | Financials | 1.39% |
