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
$315M
AUM Growth
+$2.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$1.97M
3
+$1.88M
4
QCOM icon
Qualcomm
QCOM
+$1.79M
5
ETN icon
Eaton
ETN
+$1.67M

Top Sells

1
+$3.05M
2
+$3.05M
3
+$2.33M
4
TGT icon
Target
TGT
+$2.12M
5
NOV icon
NOV
NOV
+$1.75M

Sector Composition

1 Healthcare 19.8%
2 Financials 19.27%
3 Industrials 14.15%
4 Technology 13.54%
5 Energy 11.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.17M 0.69%
31,479
+650
52
$2.12M 0.67%
18,331
-1,414
53
$2.12M 0.67%
182,158
+1,361
54
$2.06M 0.65%
25,231
-300
55
$2M 0.64%
44,615
-1,490
56
$1.97M 0.62%
+27,406
57
$1.93M 0.61%
20,640
+60
58
$1.88M 0.6%
+37,555
59
$1.88M 0.6%
14,490
+175
60
$1.86M 0.59%
22,422
-1,043
61
$1.81M 0.57%
33,965
+300
62
$1.79M 0.57%
35,395
-420
63
$1.67M 0.53%
+24,570
64
$1.53M 0.49%
99,355
+1,320
65
$1.5M 0.48%
15,890
66
$1.41M 0.45%
34,514
-13,737
67
$1.37M 0.44%
26,713
-6,820
68
$1.36M 0.43%
67,462
+95
69
$1.35M 0.43%
21,393
+900
70
$1.34M 0.43%
28,849
-700
71
$1.34M 0.42%
12,750
72
$1.3M 0.41%
17,946
+596
73
$1.28M 0.41%
21,075
-4,175
74
$1.25M 0.4%
17,735
-1,678
75
$1.24M 0.39%
8,765
1 2
3
4 5