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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
576
$1K ﹤0.01%
12
577
$1K ﹤0.01%
129
578
$1K ﹤0.01%
100
579
$1K ﹤0.01%
36
580
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30
581
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25
582
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16
583
$1K ﹤0.01%
89
584
$1K ﹤0.01%
+9
585
$1K ﹤0.01%
23
586
$1K ﹤0.01%
160
587
$1K ﹤0.01%
10
588
$1K ﹤0.01%
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589
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580
590
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28
591
$1K ﹤0.01%
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$1K ﹤0.01%
+17
593
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596
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34
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$1K ﹤0.01%
18
598
$1K ﹤0.01%
+6
599
$1K ﹤0.01%
+50
600
$1K ﹤0.01%
70
22 23
24
25 26