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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
801
-100
802
$0 ﹤0.01%
100
803
$0 ﹤0.01%
1
804
$0 ﹤0.01%
+4
805
$0 ﹤0.01%
12
-100
806
-2,110
807
-60
808
$0 ﹤0.01%
+1
809
-5
810
-8
811
-100