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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
$445M
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
718
New
Increased
Reduced
Closed

Top Buys

1
+$29.2M
2
+$23.9M
3
+$20.5M
4
BSCU icon
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
+$18.7M
5
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$13.7M

Top Sells

1
+$31.2M
2
+$19.6M
3
+$19.6M
4
BWX icon
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
+$17.3M
5
BBCA icon
JPMorgan BetaBuilders Canada ETF
BBCA
+$13.1M

Sector Composition

1 Technology 5.63%
2 Industrials 1.84%
3 Financials 1.78%
4 Consumer Discretionary 1.53%
5 Healthcare 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$7.5K ﹤0.01%
284
+265
402
$7.48K ﹤0.01%
200
403
$7.46K ﹤0.01%
67
-33
404
$7.45K ﹤0.01%
79
-57
405
$7.44K ﹤0.01%
65
+38
406
$7.36K ﹤0.01%
+40
407
$7.33K ﹤0.01%
100
408
$7.23K ﹤0.01%
230
409
$7.21K ﹤0.01%
115
410
$7K ﹤0.01%
50
411
$6.94K ﹤0.01%
520
+80
412
$6.76K ﹤0.01%
267
+40
413
$6.71K ﹤0.01%
72
414
$6.38K ﹤0.01%
185
415
$6.22K ﹤0.01%
+2,000
416
$6.2K ﹤0.01%
42
-21
417
$6.14K ﹤0.01%
+73
418
$6.13K ﹤0.01%
125
419
$6.05K ﹤0.01%
349
420
$6.04K ﹤0.01%
80
421
$5.84K ﹤0.01%
29
+22
422
$5.75K ﹤0.01%
100
423
$5.75K ﹤0.01%
9
424
$5.67K ﹤0.01%
+100
425
$5.65K ﹤0.01%
1,175
15 16
17
18 19