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
$309M
AUM Growth
+$6.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$2.38M
3
+$2.21M
4
NVS icon
Novartis
NVS
+$1.33M
5
DVN icon
Devon Energy
DVN
+$1.1M

Top Sells

1
+$4.18M
2
+$2.68M
3
+$1.85M
4
AMGN icon
Amgen
AMGN
+$1.53M
5
BGS icon
B&G Foods
BGS
+$1.35M

Sector Composition

1 Healthcare 21.69%
2 Financials 20.39%
3 Consumer Discretionary 11.39%
4 Industrials 10.84%
5 Technology 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.14M 1.34%
34,442
-1,805
27
$4.06M 1.31%
34,478
-370
28
$3.88M 1.26%
100,752
-1,652
29
$3.85M 1.25%
109,829
-8,315
30
$3.6M 1.17%
106,956
+315
31
$3.47M 1.12%
59,818
-1,298
32
$3.46M 1.12%
38,629
33
$3.4M 1.1%
103,148
-81,310
34
$3.16M 1.02%
85,987
+29,933
35
$2.8M 0.91%
34,974
+13,605
36
$2.72M 0.88%
23,916
-577
37
$2.72M 0.88%
44,243
-370
38
$2.63M 0.85%
18,020
-510
39
$2.62M 0.85%
11,055
-70
40
$2.51M 0.81%
23,575
+4,073
41
$2.4M 0.78%
18,495
-75
42
$2.37M 0.77%
20,454
-518
43
$2.34M 0.76%
43,640
-2,840
44
$2.3M 0.74%
9,144
-159
45
$2.21M 0.72%
+18,590
46
$2.21M 0.72%
16,388
-295
47
$2.08M 0.67%
22,961
-200
48
$2.06M 0.67%
43,040
+4,740
49
$1.99M 0.65%
21,765
-281
50
$1.99M 0.64%
13,419
-25
1
2
3 4 5