TCM

Tradewinds Capital Management Portfolio holdings

AUM $474M
1-Year Est. Return 31.85%
This Quarter Est. Return
1 Year Est. Return
+31.85%
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%
36
377
$1K ﹤0.01%
95
378
$1K ﹤0.01%
100
379
$1K ﹤0.01%
153
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100
381
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+200
382
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2
383
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384
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9
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385
$1K ﹤0.01%
48
386
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$1K ﹤0.01%
575
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388
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25
389
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650
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200
399
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500
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400
$1K ﹤0.01%
24
14 15
16
17 18