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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
$268M
AUM Growth
-$349M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
871
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$28.2M
3
+$27.2M
4
EWW icon
iShares MSCI Mexico ETF
EWW
+$20.2M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$19.9M

Top Sells

1
+$66.1M
2
+$61M
3
+$30.5M
4
INDA icon
iShares MSCI India ETF
INDA
+$26.8M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$26.7M

Sector Composition

1 Technology 2.54%
2 Industrials 1.58%
3 Financials 0.83%
4 Consumer Discretionary 0.81%
5 Consumer Staples 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
– –
-55
852
– –
-595
853
– –
-50
854
$0 ﹤0.01%
3
855
$0 ﹤0.01%
50
856
– –
-40
857
– –
-61
858
– –
-450
859
– –
-50
860
– –
-188
861
– –
-95
862
– –
-467
863
– –
-129
864
$0 ﹤0.01%
12
865
– –
-5
866
$0 ﹤0.01%
16
867
– –
-359
868
– –
-2,148
869
– –
0
870
$0 ﹤0.01%
100
871
– –
-1,600
31 32 33 34
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