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
$383M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$2.27M
3
+$1.86M
4
BIZD icon
VanEck BDC Income ETF
BIZD
+$1.64M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.55M

Top Sells

1
+$5.61M
2
+$1.89M
3
+$1.33M
4
BA icon
Boeing
BA
+$1.23M
5
YUM icon
Yum! Brands
YUM
+$756K

Sector Composition

1 Financials 18.87%
2 Healthcare 18.24%
3 Technology 11.48%
4 Consumer Discretionary 8.94%
5 Industrials 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.23M 0.58%
55,741
+425
52
$2.22M 0.58%
8,707
-395
53
$2.21M 0.58%
20,794
-605
54
$2.14M 0.56%
13,895
+365
55
$2.13M 0.56%
91,852
+10,505
56
$2.12M 0.55%
31,187
57
$2.08M 0.54%
22,520
+35
58
$1.97M 0.51%
17,148
-4,795
59
$1.92M 0.5%
36,036
+388
60
$1.92M 0.5%
15,722
+5,030
61
$1.88M 0.49%
11,460
+1,389
62
$1.88M 0.49%
11,687
63
$1.87M 0.49%
28,789
-1,070
64
$1.87M 0.49%
109,416
+96,338
65
$1.86M 0.49%
8,969
-100
66
$1.86M 0.48%
+29,919
67
$1.84M 0.48%
45,470
+5,975
68
$1.81M 0.47%
21,325
-3,200
69
$1.78M 0.47%
12,630
-85
70
$1.76M 0.46%
7,508
-47
71
$1.75M 0.46%
23,466
-325
72
$1.75M 0.46%
10,602
+4,235
73
$1.74M 0.45%
88,182
-2,405
74
$1.71M 0.45%
50,996
+542
75
$1.62M 0.42%
14,395
+4,589
1 2
3
4 5