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
$315M
AUM Growth
+$2.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$1.97M
3
+$1.88M
4
QCOM icon
Qualcomm
QCOM
+$1.79M
5
ETN icon
Eaton
ETN
+$1.67M

Top Sells

1
+$3.05M
2
+$3.05M
3
+$2.33M
4
TGT icon
Target
TGT
+$2.12M
5
NOV icon
NOV
NOV
+$1.75M

Sector Composition

1 Healthcare 19.8%
2 Financials 19.27%
3 Industrials 14.15%
4 Technology 13.54%
5 Energy 11.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.17M 0.37%
12,436
77
$1.1M 0.35%
16,515
78
$1.05M 0.33%
12,650
-1,758
79
$1.03M 0.33%
12,175
-350
80
$993K 0.32%
13,925
81
$982K 0.31%
17,715
82
$975K 0.31%
10,319
-350
83
$946K 0.3%
6,305
84
$926K 0.29%
31,351
+30
85
$898K 0.29%
14,175
86
$897K 0.28%
5,852
-3,029
87
$874K 0.28%
15,200
-200
88
$862K 0.27%
18,190
89
$857K 0.27%
12,423
90
$841K 0.27%
4,095
-544
91
$785K 0.25%
13,632
92
$782K 0.25%
8,589
+336
93
$752K 0.24%
22,235
-1,208
94
$742K 0.24%
10,726
+8
95
$728K 0.23%
7,829
+300
96
$635K 0.2%
16,277
+800
97
$625K 0.2%
10,802
-15,165
98
$582K 0.18%
+17,256
99
$554K 0.18%
5,821
100
$527K 0.17%
4,432
2 3
4
5 6