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
$298M
AUM Growth
-$3.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.95M
3
+$1.41M
4
MAC icon
Macerich
MAC
+$1.38M
5
PRU icon
Prudential Financial
PRU
+$1.23M

Top Sells

1
+$2.61M
2
+$1.67M
3
+$1.28M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.18M
5
JPM icon
JPMorgan Chase
JPM
+$1.18M

Sector Composition

1 Healthcare 20.66%
2 Financials 17.89%
3 Industrials 12.61%
4 Technology 11.83%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.7M 0.57%
16,002
-128
52
$1.61M 0.54%
11,751
-1,643
53
$1.57M 0.53%
74,779
-1,561
54
$1.54M 0.52%
13,225
-211
55
$1.54M 0.52%
19,531
-719
56
$1.53M 0.51%
44,280
-260
57
$1.49M 0.5%
11,707
-850
58
$1.49M 0.5%
14,265
-50
59
$1.44M 0.48%
24,209
-855
60
$1.44M 0.48%
13,693
-875
61
$1.42M 0.48%
25,376
-1,612
62
$1.41M 0.47%
+19,166
63
$1.38M 0.46%
+16,160
64
$1.37M 0.46%
12,200
-500
65
$1.34M 0.45%
13,200
-650
66
$1.31M 0.44%
8,340
-375
67
$1.25M 0.42%
78,480
-11,960
68
$1.25M 0.42%
23,139
+499
69
$1.25M 0.42%
7,715
-204
70
$1.25M 0.42%
45,065
-270
71
$1.23M 0.41%
+17,265
72
$1.23M 0.41%
24,740
-1,085
73
$1.18M 0.4%
+7,785
74
$1.13M 0.38%
45,010
-95
75
$1.11M 0.37%
46,720
-10,962
1 2
3
4 5