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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
$417M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$18.2M
3
+$17.1M
4
IAU icon
iShares Gold Trust
IAU
+$16.2M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$12.1M

Top Sells

1
+$25.1M
2
+$23.7M
3
+$13.5M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$10.5M
5
MBB icon
iShares MBS ETF
MBB
+$4.2M

Sector Composition

1 Technology 18.1%
2 Consumer Discretionary 3.69%
3 Industrials 2.55%
4 Consumer Staples 1.66%
5 Healthcare 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$10K ﹤0.01%
84
402
$10K ﹤0.01%
2,598
403
$10K ﹤0.01%
100
+25
404
$10K ﹤0.01%
1,185
405
$9K ﹤0.01%
266
+2
406
$9K ﹤0.01%
60
407
$9K ﹤0.01%
1,426
408
$9K ﹤0.01%
298
409
$9K ﹤0.01%
132
410
$9K ﹤0.01%
58
411
$9K ﹤0.01%
122
-78
412
$9K ﹤0.01%
99
413
$9K ﹤0.01%
113
+48
414
$9K ﹤0.01%
+112
415
$9K ﹤0.01%
462
416
$9K ﹤0.01%
475
-57
417
$9K ﹤0.01%
950
+200
418
$9K ﹤0.01%
48
419
$9K ﹤0.01%
150
-29
420
$8K ﹤0.01%
672
421
$8K ﹤0.01%
80
422
$8K ﹤0.01%
223
423
$8K ﹤0.01%
180
424
$8K ﹤0.01%
225
425
$8K ﹤0.01%
189
15 16
17
18 19