TCM
Tradewinds Capital Management Portfolio holdings
AUM
$398M
1-Year Return
18.61%
This Quarter Return
-11.39%
1 Year Return
+18.61%
3 Year Return
+43.43%
5 Year Return
+80.73%
10 Year Return
+216.16%
AUM
$319M
AUM Growth
+$678K
(+0.21%)
Cap. Flow
+$52.6M
Cap. Flow
% of AUM
16.45%
Top 10 Holdings %
Top 10 Hldgs %
64.89%
Holding
783
New
81
Increased
123
Reduced
123
Closed
88
Top Buys
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
+$19.4M |
| 2 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
+$17.6M |
| 3 |
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
|
+$11M |
| 4 |
iShares MSCI Germany ETF
EWG
|
+$10.3M |
| 5 |
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
|
+$9.18M |
Sector Composition
| 1 | Technology | 17.62% |
| 2 | Consumer Discretionary | 3.53% |
| 3 | Industrials | 2.76% |
| 4 | Healthcare | 1.8% |
| 5 | Consumer Staples | 1.76% |
