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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
426
$1K ﹤0.01%
34
427
$1K ﹤0.01%
650
428
$1K ﹤0.01%
100
-30
429
$1K ﹤0.01%
6
-368
430
– –
-837
431
– –
-14,905
432
– –
-600
433
$0 ﹤0.01%
+40
434
– –
-100
435
– –
-1,408
436
– –
-5,796
437
– –
-72
438
– –
-118
439
– –
-30
440
$0 ﹤0.01%
17
441
– –
-20
442
– –
0
443
– –
-9,080
444
– –
-80
445
– –
-400
446
– –
-10
447
– –
-10
448
– –
-1,600
449
– –
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450
$0 ﹤0.01%
4
16 17
18
19 20