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
$298M
AUM Growth
-$3.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.95M
3
+$1.41M
4
MAC icon
Macerich
MAC
+$1.38M
5
PRU icon
Prudential Financial
PRU
+$1.23M

Top Sells

1
+$2.61M
2
+$1.67M
3
+$1.28M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.18M
5
JPM icon
JPMorgan Chase
JPM
+$1.18M

Sector Composition

1 Healthcare 20.66%
2 Financials 17.89%
3 Industrials 12.61%
4 Technology 11.83%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.31M 1.11%
33,125
-2,252
27
$3.22M 1.08%
21,696
-1,788
28
$3.09M 1.04%
24,883
-579
29
$3.02M 1.01%
74,909
-4,086
30
$2.98M 1%
26,358
-1,781
31
$2.87M 0.96%
59,854
-2,157
32
$2.62M 0.88%
157,359
-12,719
33
$2.6M 0.87%
23,245
-999
34
$2.6M 0.87%
41,488
-797
35
$2.58M 0.87%
57,039
-6,985
36
$2.58M 0.87%
93,194
-6,145
37
$2.58M 0.86%
15,578
-584
38
$2.52M 0.84%
26,832
-683
39
$2.4M 0.8%
119,944
+55,209
40
$2.37M 0.79%
19,765
-1,247
41
$2.24M 0.75%
40,085
+34,820
42
$2.19M 0.74%
80,771
-1,429
43
$2.19M 0.73%
244,669
-12,251
44
$2.19M 0.73%
152,530
-59,415
45
$2.18M 0.73%
19,925
-460
46
$1.97M 0.66%
24,881
-534
47
$1.97M 0.66%
176,060
-3,792
48
$1.95M 0.66%
39,130
-845
49
$1.92M 0.64%
45,349
+27,466
50
$1.77M 0.6%
8,469
-165
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2
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