TCM

Tradition Capital Management Portfolio holdings

AUM $369M
1-Year Est. Return 6.73%
This Quarter Est. Return
1 Year Est. Return
+6.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$283M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$2.24M
3
+$1.78M
4
MCD icon
McDonald's
MCD
+$1.66M
5
GE icon
GE Aerospace
GE
+$1.63M

Top Sells

1
+$1.98M
2
+$1.5M
3
+$1.02M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$907K
5
JNJ icon
Johnson & Johnson
JNJ
+$894K

Sector Composition

1 Healthcare 16.39%
2 Energy 15.16%
3 Financials 15.1%
4 Technology 14.44%
5 Industrials 13.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.79M 1.34%
33,123
+14,241
27
$3.79M 1.34%
17,609
+1,273
28
$3.56M 1.26%
86,271
-12,122
29
$3.53M 1.25%
52,249
-1,080
30
$3.51M 1.24%
36,498
+17,220
31
$3.46M 1.22%
96,627
+2,679
32
$3.43M 1.21%
50,902
+3,886
33
$3.38M 1.19%
34,612
-5,308
34
$3.34M 1.18%
37,019
-732
35
$3.3M 1.16%
90,172
+23,101
36
$3.15M 1.11%
48,899
-10,099
37
$3.07M 1.08%
26,925
+15,565
38
$3M 1.06%
64,026
+1,500
39
$2.92M 1.03%
65,312
-916
40
$2.85M 1.01%
92,110
+2,300
41
$2.84M 1%
43,905
+325
42
$2.82M 0.99%
33,080
-760
43
$2.63M 0.93%
112,376
+2,755
44
$2.46M 0.87%
45,807
-6,312
45
$2.44M 0.86%
28,176
-149
46
$2.39M 0.84%
32,993
-629
47
$2.39M 0.84%
48,692
-1,879
48
$2.36M 0.83%
27,759
49
$2.29M 0.81%
+73,390
50
$2.26M 0.8%
62,265
+1,938
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