TCM
Tradewinds Capital Management Portfolio holdings
AUM
$398M
1-Year Return
18.61%
This Quarter Return
+15.85%
1 Year Return
+18.61%
3 Year Return
+43.43%
5 Year Return
+80.73%
10 Year Return
+216.16%
AUM
$388M
AUM Growth
+$68.6M
(+21%)
Cap. Flow
+$21.1M
Cap. Flow
% of AUM
5.44%
Top 10 Holdings %
Top 10 Hldgs %
64.91%
Holding
758
New
62
Increased
102
Reduced
129
Closed
66
Top Buys
| 1 |
Schwab US TIPS ETF
SCHP
|
+$29.2M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$25.6M |
| 3 |
SPDR S&P China ETF
GXC
|
+$21M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
+$16.8M |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
+$14.8M |
Top Sells
Sector Composition
| 1 | Technology | 18.78% |
| 2 | Consumer Discretionary | 3.59% |
| 3 | Industrials | 2.6% |
| 4 | Healthcare | 1.61% |
| 5 | Communication Services | 1.55% |
