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
$196M
AUM Growth
+$5.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
738
New
Increased
Reduced
Closed

Top Buys

1 +$11.5M
2 +$11.2M
3 +$3.61M
4
ZDEU
SPDR Solactive Germany ETF
ZDEU
+$902K
5
BA icon
Boeing
BA
+$876K

Top Sells

1 +$9.7M
2 +$9.13M
3 +$6.9M
4
QAUS
SPDR MSCI Australia StrategicFactors ETF
QAUS
+$3.17M
5
MSFT icon
Microsoft
MSFT
+$633K

Sector Composition

1 Technology 19.45%
2 Industrials 6.6%
3 Consumer Discretionary 3.89%
4 Healthcare 3.17%
5 Financials 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$9K ﹤0.01%
60
402
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182
403
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628
+4
404
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5
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406
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450
407
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408
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+1
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30
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500
-1,000
412
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415
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+387
416
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185
417
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13
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419
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424
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+50
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160