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
$283M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$2.24M
3
+$1.78M
4
MCD icon
McDonald's
MCD
+$1.66M
5
GE icon
GE Aerospace
GE
+$1.63M

Top Sells

1
+$1.98M
2
+$1.5M
3
+$1.02M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$907K
5
JNJ icon
Johnson & Johnson
JNJ
+$894K

Sector Composition

1 Healthcare 16.39%
2 Energy 15.16%
3 Financials 15.1%
4 Technology 14.44%
5 Industrials 13.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.26M 0.44%
18,542
77
$1.22M 0.43%
64,967
+1,500
78
$1.21M 0.43%
17,201
79
$1.14M 0.4%
17,345
+200
80
$1.05M 0.37%
25,520
-400
81
$1.05M 0.37%
37,143
+57
82
$1.03M 0.36%
8,950
-300
83
$987K 0.35%
105,045
+3,150
84
$971K 0.34%
11,461
85
$947K 0.33%
21,168
+1
86
$927K 0.33%
17,872
-126
87
$903K 0.32%
20,850
88
$897K 0.32%
17,829
89
$882K 0.31%
14,885
-192
90
$831K 0.29%
7,325
+250
91
$824K 0.29%
10,903
-13,552
92
$806K 0.28%
63,185
-420
93
$781K 0.28%
14,125
94
$706K 0.25%
8,000
-100
95
$704K 0.25%
18,300
96
$644K 0.23%
17,077
97
$638K 0.23%
13,706
98
$598K 0.21%
23,435
-450
99
$562K 0.2%
7,454
100
$561K 0.2%
115
2 3
4
5 6