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
$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
551
$0 ﹤0.01%
10
552
– –
-705
553
– –
-300
554
– –
-7
555
– –
-547
556
– –
-1,082
557
– –
-266
558
– –
-400
559
– –
-7,210
560
– –
-200
561
– –
-1,426
562
– –
-378
563
– –
-227
564
– –
-300
565
– –
-1,000
566
– –
-431
567
– –
-798
568
– –
-100
569
– –
-210
570
– –
-156
571
– –
-200
572
– –
-235
573
– –
0
574
– –
-122
575
– –
-13
21 22
23
24 25