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
$368M
AUM Growth
+$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$4.65M
3
+$4.33M
4
IBM icon
IBM
IBM
+$4.31M
5
ADI icon
Analog Devices
ADI
+$1.88M

Top Sells

1
+$1.53M
2
+$1.4M
3
+$1.12M
4
HBI icon
Hanesbrands
HBI
+$1.09M
5
ABBV icon
AbbVie
ABBV
+$1.07M

Sector Composition

1 Healthcare 17.9%
2 Financials 17.39%
3 Technology 11.5%
4 Consumer Discretionary 9.07%
5 Industrials 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.14M 0.58%
40,980
-2,060
52
$2.1M 0.57%
20,800
-965
53
$2.03M 0.55%
9,727
-221
54
$1.98M 0.54%
136,208
-2,071
55
$1.95M 0.53%
130,715
+13,190
56
$1.9M 0.52%
35,923
-1,059
57
$1.88M 0.51%
+21,135
58
$1.84M 0.5%
21,994
-290
59
$1.81M 0.49%
11,687
-300
60
$1.81M 0.49%
12,847
-738
61
$1.71M 0.46%
8,999
+54
62
$1.66M 0.45%
31,755
-1,832
63
$1.66M 0.45%
+120,050
64
$1.65M 0.45%
13,168
65
$1.63M 0.44%
87,956
+65
66
$1.6M 0.43%
56,981
-1,574
67
$1.59M 0.43%
34,805
+3,059
68
$1.56M 0.43%
13,057
-822
69
$1.56M 0.42%
26,381
-203
70
$1.52M 0.41%
35,927
-1,040
71
$1.52M 0.41%
9,832
-233
72
$1.5M 0.41%
46,695
-158
73
$1.48M 0.4%
23,086
-139
74
$1.46M 0.4%
19,305
+7,399
75
$1.43M 0.39%
7,675
-94
1 2
3
4 5