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

Top Buys

1
+$28.6M
2
+$28.2M
3
+$27.2M
4
EWW icon
iShares MSCI Mexico ETF
EWW
+$20.2M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$19.9M

Top Sells

1
+$66.1M
2
+$61M
3
+$30.5M
4
INDA icon
iShares MSCI India ETF
INDA
+$26.8M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$26.7M

Sector Composition

1 Technology 2.54%
2 Industrials 1.58%
3 Financials 0.83%
4 Consumer Discretionary 0.81%
5 Consumer Staples 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1K ﹤0.01%
18
402
$1K ﹤0.01%
313
403
$1K ﹤0.01%
30
-195
404
$1K ﹤0.01%
39
-105
405
$1K ﹤0.01%
50
406
$1K ﹤0.01%
33
-1
407
$1K ﹤0.01%
50
408
$1K ﹤0.01%
40
409
$1K ﹤0.01%
15
410
$1K ﹤0.01%
75
411
$1K ﹤0.01%
140
-460
412
$1K ﹤0.01%
45
-10
413
$1K ﹤0.01%
8
414
$1K ﹤0.01%
50
415
$1K ﹤0.01%
+22
416
$1K ﹤0.01%
3
417
$1K ﹤0.01%
50
418
$1K ﹤0.01%
10
-90
419
$1K ﹤0.01%
8
-42
420
$1K ﹤0.01%
100
421
$1K ﹤0.01%
+200
422
$1K ﹤0.01%
2
423
$1K ﹤0.01%
136
-393
424
$1K ﹤0.01%
9
-35
425
$1K ﹤0.01%
48
15 16
17
18 19