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
$268M
AUM Growth
-$349M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
871
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$26.3M
3
+$23.9M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$19.3M
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$18.8M

Top Sells

1
+$65.9M
2
+$57.8M
3
+$26.5M
4
INDA icon
iShares MSCI India ETF
INDA
+$24.9M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$24.5M

Sector Composition

1 Technology 2.56%
2 Industrials 1.58%
3 Financials 0.83%
4 Consumer Discretionary 0.8%
5 Consumer Staples 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1K ﹤0.01%
3
-126
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100
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500
379
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10
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25
383
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385
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36
-58
386
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50
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388
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25
+5
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+29
390
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130
-514
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10
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394
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36
395
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95
396
$1K ﹤0.01%
100
397
$1K ﹤0.01%
153
398
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+150
399
$1K ﹤0.01%
18
400
$1K ﹤0.01%
313
14 15
16
17 18