TCM
Tradewinds Capital Management Portfolio holdings
AUM
$398M
1-Year Return
18.61%
This Quarter Return
+12.47%
1 Year Return
+18.61%
3 Year Return
+43.43%
5 Year Return
+80.73%
10 Year Return
+216.16%
AUM
$462M
AUM Growth
+$45M
(+11%)
Cap. Flow
+$8.31M
Cap. Flow
% of AUM
1.8%
Top 10 Holdings %
Top 10 Hldgs %
57.24%
Holding
747
New
56
Increased
118
Reduced
87
Closed
37
Top Buys
| 1 |
iShares MSCI Germany ETF
EWG
|
+$20.8M |
| 2 |
Schwab International Small-Cap Equity ETF
SCHC
|
+$20.6M |
| 3 |
iShares MSCI India ETF
INDA
|
+$20.4M |
| 4 |
Schwab Emerging Markets Equity ETF
SCHE
|
+$19.6M |
| 5 |
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
+$18.3M |
Top Sells
Sector Composition
| 1 | Technology | 17.25% |
| 2 | Consumer Discretionary | 3.88% |
| 3 | Industrials | 2.7% |
| 4 | Healthcare | 1.6% |
| 5 | Consumer Staples | 1.55% |
