TCM
Tradewinds Capital Management Portfolio holdings
AUM
$398M
1-Year Return
18.61%
This Quarter Return
+0.54%
1 Year Return
+18.61%
3 Year Return
+43.43%
5 Year Return
+80.73%
10 Year Return
+216.16%
AUM
$223M
AUM Growth
+$18.1M
(+8.8%)
Cap. Flow
+$17.2M
Cap. Flow
% of AUM
7.69%
Top 10 Holdings %
Top 10 Hldgs %
56.22%
Holding
783
New
37
Increased
94
Reduced
102
Closed
118
Top Buys
Top Sells
| 1 |
SPDR Portfolio Europe ETF
SPEU
|
+$15.1M |
| 2 |
ZDEU
SPDR Solactive Germany ETF
ZDEU
|
+$11.8M |
| 3 |
iShares MSCI Spain ETF
EWP
|
+$11.8M |
| 4 |
Schwab International Small-Cap Equity ETF
SCHC
|
+$8.31M |
| 5 |
Invesco S&P 500 Equal Weight Materials ETF
RSPM
|
+$3.77M |
Sector Composition
| 1 | Technology | 19.33% |
| 2 | Industrials | 5.94% |
| 3 | Consumer Discretionary | 4.1% |
| 4 | Healthcare | 2.74% |
| 5 | Financials | 2.26% |