We are live on ! Find out more
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
476
$5K ﹤0.01%
240
477
$5K ﹤0.01%
25
-25
478
$5K ﹤0.01%
300
479
$5K ﹤0.01%
40
480
$5K ﹤0.01%
60
481
$5K ﹤0.01%
83
+40
482
$5K ﹤0.01%
+25
483
$5K ﹤0.01%
+400
484
$5K ﹤0.01%
129
485
$5K ﹤0.01%
750
486
$5K ﹤0.01%
30
+10
487
$5K ﹤0.01%
578
488
$5K ﹤0.01%
545
489
$5K ﹤0.01%
268
490
$5K ﹤0.01%
40
491
$5K ﹤0.01%
233
492
$5K ﹤0.01%
350
493
$5K ﹤0.01%
134
494
$5K ﹤0.01%
150
495
$5K ﹤0.01%
25
496
$5K ﹤0.01%
65
497
$5K ﹤0.01%
600
498
$4K ﹤0.01%
11
499
$4K ﹤0.01%
+400
500
$4K ﹤0.01%
380
18 19
20
21 22