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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
$502M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Sells

1 +$22M
2 +$21.4M
3 +$21.3M
4
INDA icon
iShares MSCI India ETF
INDA
+$21.2M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$20.7M

Sector Composition

1 Technology 16.07%
2 Consumer Discretionary 3.57%
3 Industrials 2.82%
4 Healthcare 1.56%
5 Financials 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$2K ﹤0.01%
56
652
$2K ﹤0.01%
+58
653
$2K ﹤0.01%
+250
654
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+69
655
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544
656
0
657
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168
+3
658
$2K ﹤0.01%
129
659
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+63
660
$2K ﹤0.01%
200
661
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43
662
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85
663
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664
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+57
665
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666
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10
667
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33
668
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65
669
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69
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670
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671
$1K ﹤0.01%
50
672
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10
673
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10
674
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8
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675
$1K ﹤0.01%
2