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
$352M
AUM Growth
+$2.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.68M
3
+$1.56M
4
ABBV icon
AbbVie
ABBV
+$1.52M
5
C icon
Citigroup
C
+$1.44M

Top Sells

1
+$1.44M
2
+$1.36M
3
+$1.15M
4
DVN icon
Devon Energy
DVN
+$1.12M
5
LOW icon
Lowe's Companies
LOW
+$1.08M

Sector Composition

1 Financials 18.41%
2 Healthcare 17.35%
3 Technology 12.71%
4 Consumer Discretionary 8.77%
5 Industrials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.4M 1.25%
102,238
-515
27
$4.36M 1.24%
30,277
-5,086
28
$4.29M 1.22%
105,485
-5,255
29
$4.11M 1.17%
18,088
-175
30
$4.03M 1.15%
55,528
-11,690
31
$4.03M 1.14%
38,270
+1,965
32
$4.01M 1.14%
36,362
-200
33
$3.98M 1.13%
46,746
-10,760
34
$3.89M 1.11%
170,632
-63,189
35
$3.76M 1.07%
58,036
+40,894
36
$3.66M 1.04%
34,435
-435
37
$3.59M 1.02%
64,966
-1,471
38
$2.86M 0.81%
42,676
+320
39
$2.8M 0.8%
18,163
40
$2.77M 0.79%
21,470
+585
41
$2.75M 0.78%
204,775
+9,320
42
$2.64M 0.75%
178,798
-3,045
43
$2.63M 0.75%
19,511
+3,172
44
$2.48M 0.7%
49,493
+2,233
45
$2.46M 0.7%
44,080
-2,600
46
$2.45M 0.7%
23,365
+550
47
$2.43M 0.69%
55,316
-25,592
48
$2.26M 0.64%
10,245
-75
49
$2.23M 0.63%
23,864
+410
50
$2.19M 0.62%
41,344
+700
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2
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