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
$300M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$2.54M
3
+$2.38M
4
HBI icon
Hanesbrands
HBI
+$2.02M
5
WHR icon
Whirlpool
WHR
+$2.02M

Top Sells

1
+$3.54M
2
+$2.43M
3
+$1.98M
4
GS icon
Goldman Sachs
GS
+$1.24M
5
PNC icon
PNC Financial Services
PNC
+$1.11M

Sector Composition

1 Financials 20.94%
2 Healthcare 18.84%
3 Industrials 11.45%
4 Technology 10.51%
5 Consumer Discretionary 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.78M 1.26%
33,119
+20,902
27
$3.71M 1.24%
171,967
+93,782
28
$3.44M 1.15%
66,914
-2,970
29
$3.31M 1.1%
21,871
-3,993
30
$3.11M 1.04%
107,500
-2,932
31
$3.07M 1.02%
47,060
-9,518
32
$3.03M 1.01%
50,981
-595
33
$3.01M 1%
+46,755
34
$3.01M 1%
92,079
-1,795
35
$2.87M 0.96%
153,848
+742
36
$2.86M 0.96%
216,668
-2,380
37
$2.81M 0.94%
38,503
-400
38
$2.67M 0.89%
65,094
+8,560
39
$2.58M 0.86%
21,063
-1,420
40
$2.5M 0.83%
43,155
+3,415
41
$2.46M 0.82%
68,670
+4,175
42
$2.41M 0.8%
10,773
+2,107
43
$2.31M 0.77%
14,324
-1,523
44
$2.26M 0.75%
18,847
-353
45
$2.25M 0.75%
21,698
-960
46
$2.25M 0.75%
24,969
-206
47
$2.24M 0.75%
21,510
+1,685
48
$2.22M 0.74%
22,119
+8,956
49
$2.16M 0.72%
19,402
-238
50
$2.16M 0.72%
19,558
-174
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