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
$302M
AUM Growth
-$4.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$1.73M
3
+$1.48M
4
OPPE
WisdomTree European Opportunities Fund
OPPE
+$1.44M
5
IBDH
iShares iBonds Dec 2018 Term Corporate ETF
IBDH
+$1.4M

Top Sells

1
+$2.05M
2
+$1.48M
3
+$1.26M
4
KMX icon
CarMax
KMX
+$1.19M
5
CFG icon
Citizens Financial Group
CFG
+$1.18M

Sector Composition

1 Healthcare 21.27%
2 Financials 20.03%
3 Industrials 12.35%
4 Technology 9.95%
5 Consumer Discretionary 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.85M 0.61%
32,880
+682
52
$1.82M 0.6%
22,046
+299
53
$1.81M 0.6%
22,384
54
$1.8M 0.59%
59,980
-1,999
55
$1.79M 0.59%
56,054
+31,626
56
$1.79M 0.59%
132,579
+10,096
57
$1.74M 0.58%
38,300
-1,420
58
$1.73M 0.57%
+30,715
59
$1.73M 0.57%
38,703
-830
60
$1.68M 0.56%
13,201
+2,684
61
$1.66M 0.55%
21,369
+1,265
62
$1.61M 0.53%
13,975
-1,645
63
$1.6M 0.53%
41,212
-530
64
$1.59M 0.53%
11,987
65
$1.53M 0.51%
8,880
-770
66
$1.49M 0.49%
14,268
+1,000
67
$1.49M 0.49%
23,610
-18,805
68
$1.48M 0.49%
84,216
+3,163
69
$1.44M 0.48%
+48,742
70
$1.43M 0.47%
45,285
-495
71
$1.4M 0.46%
+55,668
72
$1.38M 0.46%
9,020
-274
73
$1.37M 0.45%
24,852
-753
74
$1.35M 0.45%
+37,815
75
$1.34M 0.44%
29,875
-18,558
1 2
3
4 5