TAM

Tradition Asset Management Portfolio holdings

AUM $350M
1-Year Est. Return 2.35%
This Quarter Est. Return
1 Year Est. Return
+2.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$412M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1 +$4.39M
2 +$3.03M
3 +$1.72M
4
ABBV icon
AbbVie
ABBV
+$1.71M
5
CVS icon
CVS Health
CVS
+$956K

Top Sells

1 +$2.15M
2 +$1.68M
3 +$1.42M
4
GVA icon
Granite Construction
GVA
+$1.27M
5
HAL icon
Halliburton
HAL
+$845K

Sector Composition

1 Financials 21.91%
2 Healthcare 19.97%
3 Technology 13.02%
4 Consumer Discretionary 9.59%
5 Industrials 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$0 ﹤0.01%
22,750
177
$0 ﹤0.01%
21,930
178
$0 ﹤0.01%
138,000