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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
$268M
AUM Growth
-$349M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
871
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$28.2M
3
+$27.2M
4
EWW icon
iShares MSCI Mexico ETF
EWW
+$20.2M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$19.9M

Top Sells

1
+$66.1M
2
+$61M
3
+$30.5M
4
INDA icon
iShares MSCI India ETF
INDA
+$26.8M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$26.7M

Sector Composition

1 Technology 2.54%
2 Industrials 1.58%
3 Financials 0.83%
4 Consumer Discretionary 0.81%
5 Consumer Staples 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2K ﹤0.01%
+71
352
$2K ﹤0.01%
33
-55
353
$2K ﹤0.01%
50
354
$2K ﹤0.01%
14
-986
355
$2K ﹤0.01%
10
356
$2K ﹤0.01%
100
357
$2K ﹤0.01%
212
358
$2K ﹤0.01%
50
-7
359
$2K ﹤0.01%
415
-1,550
360
$2K ﹤0.01%
+88
361
$2K ﹤0.01%
25
362
$2K ﹤0.01%
30
363
$2K ﹤0.01%
33
364
$1K ﹤0.01%
200
365
$1K ﹤0.01%
500
-1,000
366
$1K ﹤0.01%
24
367
$1K ﹤0.01%
+29
368
$1K ﹤0.01%
11
369
$1K ﹤0.01%
200
-670
370
$1K ﹤0.01%
15
371
$1K ﹤0.01%
+50
372
$1K ﹤0.01%
10
373
$1K ﹤0.01%
5
374
$1K ﹤0.01%
+55
375
$1K ﹤0.01%
+20
13 14
15
16 17