TCM

Tradewinds Capital Management Portfolio holdings

AUM $445M
1-Year Est. Return 18.85%
This Quarter Est. Return
1 Year Est. Return
+18.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$374M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
655
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$29.7M
3
+$28.9M
4
INDA icon
iShares MSCI India ETF
INDA
+$28.5M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$27.7M

Top Sells

1
+$29.3M
2
+$29.1M
3
+$28.8M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$28.7M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$27.8M

Sector Composition

1 Technology 4.75%
2 Industrials 2.06%
3 Consumer Discretionary 1.43%
4 Financials 1.14%
5 Consumer Staples 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$9.89K ﹤0.01%
268
352
$9.87K ﹤0.01%
+275
353
$9.69K ﹤0.01%
50
354
$9.62K ﹤0.01%
1,000
355
$9.61K ﹤0.01%
230
356
$9.51K ﹤0.01%
118
357
$9.4K ﹤0.01%
55
358
$8.86K ﹤0.01%
209
-210,555
359
$8.63K ﹤0.01%
800
360
$8.61K ﹤0.01%
133
361
$8.55K ﹤0.01%
353
-108
362
$8.54K ﹤0.01%
45
363
$8.51K ﹤0.01%
84
-12,004
364
$8.45K ﹤0.01%
90
365
$8.22K ﹤0.01%
197
366
$8.16K ﹤0.01%
4,635
+628
367
$8.09K ﹤0.01%
239
368
$8.06K ﹤0.01%
+177
369
$8.03K ﹤0.01%
328
370
$7.99K ﹤0.01%
300
371
$7.84K ﹤0.01%
+200
372
$7.81K ﹤0.01%
120
373
$7.77K ﹤0.01%
950
374
$7.75K ﹤0.01%
+100
375
$7.72K ﹤0.01%
35
13 14
15
16 17