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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
651
$0 ﹤0.01%
20
652
– –
-35
653
$0 ﹤0.01%
+10
654
$0 ﹤0.01%
+20
655
$0 ﹤0.01%
25
656
$0 ﹤0.01%
66
657
$0 ﹤0.01%
12
658
– –
-350
659
– –
-49
660
$0 ﹤0.01%
3
661
– –
-100
662
– –
-23
663
– –
-512
664
– –
-41
665
– –
-5,325
666
$0 ﹤0.01%
36
667
– –
-57
668
– –
-46
669
– –
-500
670
– –
-89
671
$0 ﹤0.01%
80
672
– –
-56
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