TCM
Tradewinds Capital Management Portfolio holdings
AUM
$398M
1-Year Return
18.61%
This Quarter Return
+6.67%
1 Year Return
+18.61%
3 Year Return
+43.43%
5 Year Return
+80.73%
10 Year Return
+216.16%
AUM
$319M
AUM Growth
+$66.5M
(+26%)
Cap. Flow
+$49.3M
Cap. Flow
% of AUM
15.47%
Top 10 Holdings %
Top 10 Hldgs %
60.16%
Holding
729
New
89
Increased
156
Reduced
66
Closed
28
Top Buys
Top Sells
| 1 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$29.9M |
| 2 |
SPDR S&P China ETF
GXC
|
$15.1M |
| 3 |
Schwab U.S Small- Cap ETF
SCHA
|
$14.8M |
| 4 |
iShares MSCI Australia ETF
EWA
|
$14.7M |
| 5 |
SPDR Portfolio Europe ETF
SPEU
|
$4.28M |
Sector Composition
| 1 | Technology | 18.65% |
| 2 | Industrials | 4.35% |
| 3 | Consumer Discretionary | 4.04% |
| 4 | Healthcare | 2.06% |
| 5 | Financials | 2.05% |