TAM
Tradition Asset Management Portfolio holdings
AUM
$350M
1-Year Est. Return
2.35%
1 Year Est. Return
+2.35%
AUM
$350M
AUM Growth
+$50.6M
(+17%)
Holding
196
Top Buys
| 1 | +$4.96M | |
| 2 | +$3.81M | |
| 3 | +$3.4M | |
| 4 |
General Dynamics
GD
|
+$2.71M |
| 5 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$2.34M |
Top Sells
| 1 | +$2.89M | |
| 2 | +$1.96M | |
| 3 | +$1.84M | |
| 4 |
Citigroup
C
|
+$1.81M |
| 5 |
FS KKR Capital
FSK
|
+$1.29M |
Sector Composition
| 1 | Healthcare | 22.3% |
| 2 | Financials | 16.07% |
| 3 | Technology | 15.64% |
| 4 | Consumer Discretionary | 9.06% |
| 5 | Industrials | 6.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Shopify
SHOP
$210B
| – | – |
-4,900
|
|
||
177
Toyota
TM
$256B
| – | – |
-4,050
|
|
||
178
Veeva Systems
VEEV
$39.8B
| – | – |
-1,980
|
|
||
179
State Street Energy Select Sector SPDR ETF
XLE
$13.9B
| – | – |
-21,611
|
|
||
180
State Street Financial Select Sector SPDR ETF
XLF
$52.7B
| – | – |
-138,900
|
|
||
181
State Street Industrial Select Sector SPDR ETF
XLI
$24.4B
| – | – |
-7,606
|
|