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
$309M
AUM Growth
+$6.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$2.38M
3
+$2.21M
4
NVS icon
Novartis
NVS
+$1.33M
5
DVN icon
Devon Energy
DVN
+$1.1M

Top Sells

1
+$4.18M
2
+$2.68M
3
+$1.85M
4
AMGN icon
Amgen
AMGN
+$1.53M
5
BGS icon
B&G Foods
BGS
+$1.35M

Sector Composition

1 Healthcare 21.69%
2 Financials 20.39%
3 Consumer Discretionary 11.39%
4 Industrials 10.84%
5 Technology 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.93M 0.63%
138,279
+5,700
52
$1.9M 0.62%
9,948
-476
53
$1.87M 0.61%
58,555
-1,425
54
$1.83M 0.59%
36,982
-1,721
55
$1.83M 0.59%
22,284
-100
56
$1.8M 0.58%
13,585
+384
57
$1.76M 0.57%
23,225
-385
58
$1.72M 0.56%
33,587
-357
59
$1.71M 0.55%
87,891
+3,675
60
$1.68M 0.54%
11,987
61
$1.63M 0.53%
12,577
+2,361
62
$1.59M 0.52%
31,746
+1,031
63
$1.55M 0.5%
26,584
+1,732
64
$1.55M 0.5%
13,168
-1,100
65
$1.55M 0.5%
13,879
-96
66
$1.53M 0.49%
49,703
+961
67
$1.52M 0.49%
36,967
-4,245
68
$1.49M 0.48%
117,525
-575
69
$1.46M 0.47%
8,945
-75
70
$1.46M 0.47%
17,982
+2,083
71
$1.45M 0.47%
46,853
+1,568
72
$1.43M 0.46%
10,065
-3,720
73
$1.41M 0.46%
20,265
+830
74
$1.3M 0.42%
28,882
-993
75
$1.28M 0.41%
7,769
-100
1 2
3
4 5