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
$306M
AUM Growth
+$6.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.57M
3
+$1.51M
4
HDS
HD Supply Holdings, Inc.
HDS
+$1.48M
5
WTW icon
Willis Towers Watson
WTW
+$1.44M

Top Sells

1
+$2.78M
2
+$1.91M
3
+$1.84M
4
LAZ icon
Lazard
LAZ
+$1.82M
5
CFG icon
Citizens Financial Group
CFG
+$1.6M

Sector Composition

1 Healthcare 19.76%
2 Financials 18.13%
3 Industrials 11.17%
4 Technology 9.87%
5 Consumer Discretionary 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.93M 0.63%
39,533
-795
52
$1.83M 0.6%
22,384
-2,585
53
$1.83M 0.6%
13,844
-300
54
$1.82M 0.59%
23,014
+15,685
55
$1.75M 0.57%
15,620
+9
56
$1.72M 0.56%
21,747
-335
57
$1.71M 0.56%
32,198
+2,432
58
$1.65M 0.54%
20,104
+16,150
59
$1.65M 0.54%
39,720
-380
60
$1.64M 0.54%
122,483
-94,185
61
$1.6M 0.52%
61,979
-4,225
62
$1.58M 0.52%
9,650
-105
63
$1.55M 0.51%
41,742
-4,960
64
$1.49M 0.49%
107,825
-5,575
65
$1.48M 0.48%
+36,105
66
$1.47M 0.48%
18,841
-700
67
$1.42M 0.47%
13,268
-125
68
$1.42M 0.46%
11,987
-88
69
$1.42M 0.46%
45,780
-150
70
$1.42M 0.46%
81,053
-72,795
71
$1.36M 0.45%
9,294
-550
72
$1.33M 0.43%
7,919
-149
73
$1.32M 0.43%
25,605
+1,686
74
$1.28M 0.42%
10,517
+919
75
$1.26M 0.41%
11,165
-50
1 2
3
4 5