TCM
Tradewinds Capital Management Portfolio holdings
AUM
$398M
1-Year Return
18.61%
This Quarter Return
+0.27%
1 Year Return
+18.61%
3 Year Return
+43.43%
5 Year Return
+80.73%
10 Year Return
+216.16%
AUM
$339M
AUM Growth
-$22.8M
(-6.3%)
Cap. Flow
-$22.2M
Cap. Flow
% of AUM
-6.54%
Top 10 Holdings %
Top 10 Hldgs %
69.9%
Holding
630
New
75
Increased
138
Reduced
54
Closed
37
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
+$30.1M |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
+$27.3M |
| 3 |
iShares Gold Trust
IAU
|
+$27M |
| 4 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$26.6M |
| 5 |
iShares MSCI Japan ETF
EWJ
|
+$26.5M |
Top Sells
| 1 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
+$43M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
+$30.1M |
| 3 |
iShares MSCI India ETF
INDA
|
+$30M |
| 4 |
SPDR S&P 400 Mid Cap Growth ETF
MDYG
|
+$29.1M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
+$29M |
Sector Composition
| 1 | Technology | 5.52% |
| 2 | Industrials | 2.08% |
| 3 | Consumer Discretionary | 1.4% |
| 4 | Financials | 1.11% |
| 5 | Consumer Staples | 0.85% |
