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
$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
626
$0 ﹤0.01%
15
627
– –
-4
628
– –
-150
629
$0 ﹤0.01%
1
630
$0 ﹤0.01%
9
631
– –
-2
632
$0 ﹤0.01%
2
633
– –
-251
634
$0 ﹤0.01%
+10
635
$0 ﹤0.01%
2
636
$0 ﹤0.01%
600
637
$0 ﹤0.01%
126
638
– –
0
639
$0 ﹤0.01%
2
640
$0 ﹤0.01%
15
641
– –
-243
642
– –
-410
643
– –
-35
644
– –
-604
645
$0 ﹤0.01%
8
646
$0 ﹤0.01%
+14
647
$0 ﹤0.01%
3
648
$0 ﹤0.01%
100
649
$0 ﹤0.01%
440
650
$0 ﹤0.01%
1
23 24 25
26
27