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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
$252M
AUM Growth
+$7.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
672
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$14.2M
3
+$13.8M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$3.91M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$3.57M

Top Sells

1
+$17M
2
+$9.99M
3
+$5.66M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$5.22M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$3.88M

Sector Composition

1 Technology 21.52%
2 Industrials 5.39%
3 Consumer Discretionary 4.66%
4 Financials 2.32%
5 Consumer Staples 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$10K ﹤0.01%
50
377
$10K ﹤0.01%
132
378
$10K ﹤0.01%
+200
379
$10K ﹤0.01%
2,300
+76
380
$10K ﹤0.01%
54
-21
381
$10K ﹤0.01%
567
-38
382
$10K ﹤0.01%
82
383
$10K ﹤0.01%
280
384
$10K ﹤0.01%
640
385
$9K ﹤0.01%
60
386
$9K ﹤0.01%
35
387
$9K ﹤0.01%
125
388
$9K ﹤0.01%
296
389
$9K ﹤0.01%
233
390
$9K ﹤0.01%
558
-5
391
$9K ﹤0.01%
99
392
$9K ﹤0.01%
221
393
$9K ﹤0.01%
443
394
$8K ﹤0.01%
415
395
$8K ﹤0.01%
+300
396
$8K ﹤0.01%
16
+8
397
$8K ﹤0.01%
188
398
$8K ﹤0.01%
85
+1
399
$8K ﹤0.01%
+230
400
$8K ﹤0.01%
+578
14 15
16
17 18