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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
$417M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$18.2M
3
+$17.1M
4
IAU icon
iShares Gold Trust
IAU
+$16.2M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$12.1M

Top Sells

1
+$25.1M
2
+$23.7M
3
+$13.5M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$10.5M
5
MBB icon
iShares MBS ETF
MBB
+$4.2M

Sector Composition

1 Technology 18.1%
2 Consumer Discretionary 3.69%
3 Industrials 2.55%
4 Consumer Staples 1.66%
5 Healthcare 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$2K ﹤0.01%
56
577
$2K ﹤0.01%
150
578
$2K ﹤0.01%
20
579
$2K ﹤0.01%
212
580
$2K ﹤0.01%
355
581
$2K ﹤0.01%
28
582
$2K ﹤0.01%
200
583
$2K ﹤0.01%
71
584
$2K ﹤0.01%
50
585
$2K ﹤0.01%
55
586
$2K ﹤0.01%
+20
587
$2K ﹤0.01%
+30
588
$2K ﹤0.01%
2,148
589
$2K ﹤0.01%
11
-50
590
$2K ﹤0.01%
15
591
$2K ﹤0.01%
50
+1
592
$2K ﹤0.01%
160
593
$2K ﹤0.01%
81
594
$2K ﹤0.01%
125
595
$2K ﹤0.01%
90
596
$2K ﹤0.01%
10
-15
597
$2K ﹤0.01%
56
598
$2K ﹤0.01%
85
599
$2K ﹤0.01%
100
600
$1K ﹤0.01%
24
22 23
24
25 26