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
$352M
AUM Growth
+$2.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.68M
3
+$1.56M
4
ABBV icon
AbbVie
ABBV
+$1.52M
5
C icon
Citigroup
C
+$1.44M

Top Sells

1
+$1.44M
2
+$1.36M
3
+$1.15M
4
DVN icon
Devon Energy
DVN
+$1.12M
5
LOW icon
Lowe's Companies
LOW
+$1.08M

Sector Composition

1 Financials 18.41%
2 Healthcare 17.35%
3 Technology 12.71%
4 Consumer Discretionary 8.77%
5 Industrials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.16M 0.61%
22,485
-940
52
$2.13M 0.6%
9,102
-369
53
$2.11M 0.6%
19,494
-1,648
54
$2.1M 0.6%
21,399
-655
55
$2.1M 0.6%
21,943
-11,310
56
$2.09M 0.59%
31,187
+241
57
$2.03M 0.58%
24,525
+2,931
58
$1.96M 0.56%
128,365
-5,550
59
$1.96M 0.56%
10,071
-49
60
$1.87M 0.53%
90,587
-1,366
61
$1.85M 0.53%
13,530
-3,525
62
$1.85M 0.52%
11,687
63
$1.79M 0.51%
35,648
+172
64
$1.78M 0.51%
39,495
-1,675
65
$1.77M 0.5%
9,069
+100
66
$1.76M 0.5%
12,715
-225
67
$1.74M 0.49%
29,859
-610
68
$1.73M 0.49%
23,791
-1,235
69
$1.68M 0.48%
+81,347
70
$1.6M 0.45%
12,627
-241
71
$1.58M 0.45%
50,454
+965
72
$1.58M 0.45%
7,555
-120
73
$1.56M 0.44%
+14,260
74
$1.51M 0.43%
8,932
-745
75
$1.46M 0.41%
25,929
-289
1 2
3
4 5