TCM

Tradewinds Capital Management Portfolio holdings

AUM $474M
1-Year Est. Return 31.85%
This Quarter Est. Return
1 Year Est. Return
+31.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$379M
AUM Growth
+$5.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1
+$31.3M
2
+$28.1M
3
+$27.9M
4
EWH icon
iShares MSCI Hong Kong ETF
EWH
+$19.5M
5
EZA icon
iShares MSCI South Africa ETF
EZA
+$17.2M

Top Sells

1
+$27.3M
2
+$26.8M
3
+$26.8M
4
INDA icon
iShares MSCI India ETF
INDA
+$25.7M
5
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$18.1M

Sector Composition

1 Technology 5.75%
2 Consumer Discretionary 2.19%
3 Industrials 2.09%
4 Financials 1.38%
5 Healthcare 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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26 27
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