TCM
Tradewinds Capital Management Portfolio holdings
AUM
$398M
1-Year Return
18.61%
This Quarter Return
+7.43%
1 Year Return
+18.61%
3 Year Return
+43.43%
5 Year Return
+80.73%
10 Year Return
+216.16%
AUM
$123M
AUM Growth
–
Cap. Flow
+$123M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
44.79%
Holding
612
New
609
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Microsoft
MSFT
|
$24.3M |
| 2 |
Schwab Emerging Markets Equity ETF
SCHE
|
$8.49M |
| 3 |
SPDR S&P 600 Small Cap Growth ETF
SLYG
|
$3.67M |
| 4 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
$3.3M |
| 5 |
SPDR S&P 400 Mid Cap Growth ETF
MDYG
|
$2.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 27.71% |
| 2 | Industrials | 7.98% |
| 3 | Healthcare | 5.49% |
| 4 | Consumer Discretionary | 4.39% |
| 5 | Consumer Staples | 3.04% |
