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
$368M
AUM Growth
+$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$4.65M
3
+$4.33M
4
IBM icon
IBM
IBM
+$4.31M
5
ADI icon
Analog Devices
ADI
+$1.88M

Top Sells

1
+$1.53M
2
+$1.4M
3
+$1.12M
4
HBI icon
Hanesbrands
HBI
+$1.09M
5
ABBV icon
AbbVie
ABBV
+$1.07M

Sector Composition

1 Healthcare 17.9%
2 Financials 17.39%
3 Technology 11.5%
4 Consumer Discretionary 9.07%
5 Industrials 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.76M 1.29%
32,477
+29,365
27
$4.69M 1.27%
68,663
-4,967
28
$4.6M 1.25%
18,448
-361
29
$4.3M 1.17%
59,661
-5,578
30
$4.1M 1.11%
96,892
-3,860
31
$4.1M 1.11%
33,977
-501
32
$4.03M 1.09%
105,153
-1,803
33
$3.91M 1.06%
37,432
-1,197
34
$3.9M 1.06%
32,696
-1,746
35
$3.81M 1.03%
103,770
-6,059
36
$3.39M 0.92%
81,872
-4,115
37
$3.25M 0.88%
58,713
-1,105
38
$3.18M 0.86%
34,178
-796
39
$2.77M 0.75%
73,499
-29,649
40
$2.67M 0.73%
10,495
-560
41
$2.66M 0.72%
23,109
-466
42
$2.57M 0.7%
21,950
-1,966
43
$2.5M 0.68%
41,954
-2,289
44
$2.5M 0.68%
18,221
-274
45
$2.39M 0.65%
18,800
+210
46
$2.34M 0.63%
17,450
-570
47
$2.33M 0.63%
16,151
-237
48
$2.3M 0.62%
42,943
-697
49
$2.2M 0.6%
22,194
-767
50
$2.16M 0.59%
12,940
-479
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2
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