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
$300M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$2.54M
3
+$2.38M
4
HBI icon
Hanesbrands
HBI
+$2.02M
5
WHR icon
Whirlpool
WHR
+$2.02M

Top Sells

1
+$3.54M
2
+$2.43M
3
+$1.98M
4
GS icon
Goldman Sachs
GS
+$1.24M
5
PNC icon
PNC Financial Services
PNC
+$1.11M

Sector Composition

1 Financials 20.94%
2 Healthcare 18.84%
3 Industrials 11.45%
4 Technology 10.51%
5 Consumer Discretionary 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.15M 0.72%
40,328
-394
52
$2.14M 0.71%
51,638
-2,738
53
$2.04M 0.68%
66,204
-1,225
54
$2.01M 0.67%
37,350
-405
55
$1.91M 0.64%
22,082
-680
56
$1.91M 0.64%
29,138
+17,374
57
$1.82M 0.61%
46,702
+22,137
58
$1.73M 0.58%
14,144
-250
59
$1.72M 0.57%
113,400
+81,525
60
$1.64M 0.55%
19,541
-50
61
$1.63M 0.54%
15,611
-385
62
$1.58M 0.53%
13,393
-300
63
$1.55M 0.52%
40,100
-3,400
64
$1.49M 0.5%
17,412
+2,812
65
$1.48M 0.49%
29,766
+6,502
66
$1.43M 0.48%
9,755
+1,780
67
$1.42M 0.47%
12,075
-125
68
$1.38M 0.46%
45,930
+915
69
$1.32M 0.44%
9,844
70
$1.29M 0.43%
8,068
71
$1.2M 0.4%
63,925
-1,435
72
$1.17M 0.39%
11,215
+50
73
$1.15M 0.38%
23,919
+844
74
$1.14M 0.38%
25,028
+1,600
75
$1.11M 0.37%
15,192
+1,702
1 2
3
4 5