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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
526
$1.82K ﹤0.01%
52
+7
527
$1.81K ﹤0.01%
88
528
$1.8K ﹤0.01%
60
529
$1.79K ﹤0.01%
+100
530
$1.76K ﹤0.01%
21
531
$1.74K ﹤0.01%
+119
532
$1.74K ﹤0.01%
18
533
$1.73K ﹤0.01%
23
534
$1.72K ﹤0.01%
45
535
$1.61K ﹤0.01%
100
-620
536
$1.59K ﹤0.01%
26
537
$1.58K ﹤0.01%
36
538
$1.58K ﹤0.01%
55
+1
539
$1.55K ﹤0.01%
54
-6,256
540
$1.52K ﹤0.01%
+8
541
$1.51K ﹤0.01%
265
542
$1.49K ﹤0.01%
40
543
$1.48K ﹤0.01%
6
544
$1.43K ﹤0.01%
170
545
$1.3K ﹤0.01%
16
-1
546
$1.3K ﹤0.01%
+200
547
$1.3K ﹤0.01%
29
548
$1.29K ﹤0.01%
4
549
$1.27K ﹤0.01%
+35
550
$1.23K ﹤0.01%
500
20 21
22
23 24