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
$313M
AUM Growth
-$5.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$1.92M
3
+$1.83M
4
HBNC icon
Horizon Bancorp
HBNC
+$1.59M
5
C icon
Citigroup
C
+$1.08M

Top Sells

1
+$1.92M
2
+$1.79M
3
+$1.45M
4
AAPL icon
Apple
AAPL
+$1.25M
5
WMB icon
Williams Companies
WMB
+$1.04M

Sector Composition

1 Healthcare 19.12%
2 Financials 16.74%
3 Energy 16.02%
4 Technology 13.92%
5 Industrials 13.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.37M 0.76%
49,685
-300
52
$2.36M 0.75%
30,829
+1,045
53
$2.33M 0.75%
70,922
-4,249
54
$2.19M 0.7%
224,570
+6,310
55
$2.17M 0.7%
23,169
+430
56
$2.13M 0.68%
25,531
+1,370
57
$2.04M 0.65%
19,745
-66
58
$1.98M 0.63%
23,465
-3,463
59
$1.97M 0.63%
48,251
60
$1.95M 0.62%
20,580
+867
61
$1.85M 0.59%
180,797
+155,043
62
$1.85M 0.59%
14,315
-250
63
$1.69M 0.54%
25,250
-100
64
$1.68M 0.54%
25,967
-62
65
$1.64M 0.52%
35,815
+610
66
$1.62M 0.52%
33,665
+2,090
67
$1.61M 0.52%
8,881
+79
68
$1.59M 0.51%
33,533
-3,891
69
$1.38M 0.44%
98,035
+2,540
70
$1.35M 0.43%
29,549
-6,024
71
$1.34M 0.43%
15,890
72
$1.26M 0.4%
67,367
+2,665
73
$1.26M 0.4%
16,515
74
$1.24M 0.4%
18,190
-500
75
$1.23M 0.39%
20,493
-50
1 2
3
4 5