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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
$252M
AUM Growth
+$7.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
672
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$14.2M
3
+$13.8M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$3.91M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$3.57M

Top Sells

1
+$17M
2
+$9.99M
3
+$5.66M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$5.22M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$3.88M

Sector Composition

1 Technology 21.52%
2 Industrials 5.39%
3 Consumer Discretionary 4.66%
4 Financials 2.32%
5 Consumer Staples 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$3K ﹤0.01%
+11
502
$3K ﹤0.01%
6
-4
503
$3K ﹤0.01%
29
504
$3K ﹤0.01%
150
505
$3K ﹤0.01%
17
506
$3K ﹤0.01%
50
507
$3K ﹤0.01%
32
508
$3K ﹤0.01%
100
509
$3K ﹤0.01%
500
510
$3K ﹤0.01%
260
511
$3K ﹤0.01%
1,030
512
$3K ﹤0.01%
80
513
$3K ﹤0.01%
+250
514
$3K ﹤0.01%
43
515
$3K ﹤0.01%
20
516
$3K ﹤0.01%
227
517
$3K ﹤0.01%
190
518
$3K ﹤0.01%
108
519
$2K ﹤0.01%
177
-201
520
$2K ﹤0.01%
100
521
$2K ﹤0.01%
100
522
$2K ﹤0.01%
95
523
$2K ﹤0.01%
33
524
$2K ﹤0.01%
+69
525
$2K ﹤0.01%
160
19 20
21
22 23