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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
$244M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$17.9M
3
+$15.6M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$11.2M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$9.31M

Top Sells

1
+$26.3M
2
+$25.5M
3
+$17.3M
4
SIVR icon
abrdn Physical Silver Shares ETF
SIVR
+$13.1M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$9.24M

Sector Composition

1 Technology 2.91%
2 Industrials 1.68%
3 Consumer Discretionary 1.01%
4 Financials 0.91%
5 Healthcare 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1K ﹤0.01%
10
352
$1K ﹤0.01%
100
353
$1K ﹤0.01%
500
354
$1K ﹤0.01%
10
355
$1K ﹤0.01%
11
356
$1K ﹤0.01%
45
357
$1K ﹤0.01%
36
358
$1K ﹤0.01%
50
359
$1K ﹤0.01%
36
360
$1K ﹤0.01%
140
361
$1K ﹤0.01%
253
+3
362
$1K ﹤0.01%
100
363
$1K ﹤0.01%
+5
364
$1K ﹤0.01%
19
365
$1K ﹤0.01%
575
366
$1K ﹤0.01%
200
367
$1K ﹤0.01%
500
368
$1K ﹤0.01%
17
+1
369
$1K ﹤0.01%
200
370
$1K ﹤0.01%
+75
371
$1K ﹤0.01%
3
372
$1K ﹤0.01%
+40
373
$1K ﹤0.01%
25
374
$1K ﹤0.01%
1
375
$1K ﹤0.01%
100
13 14
15
16 17