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
$309M
AUM Growth
-$5.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$3.51M
3
+$2.89M
4
WTW icon
Willis Towers Watson
WTW
+$2.09M
5
AXP icon
American Express
AXP
+$2.01M

Top Sells

1
+$3.12M
2
+$2M
3
+$1.93M
4
EMR icon
Emerson Electric
EMR
+$1.93M
5
AFL icon
Aflac
AFL
+$1.91M

Sector Composition

1 Healthcare 18.72%
2 Financials 18.66%
3 Industrials 14.3%
4 Technology 13.08%
5 Energy 12.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.17M 0.38%
20,450
-625
77
$1.08M 0.35%
+32,465
78
$1.08M 0.35%
15,277
-2,458
79
$1.07M 0.35%
10,231
-2,205
80
$1.06M 0.34%
14,420
-3,526
81
$1.05M 0.34%
12,140
-35
82
$1.02M 0.33%
31,084
-267
83
$997K 0.32%
11,650
-1,000
84
$986K 0.32%
16,132
-1,583
85
$985K 0.32%
16,515
86
$966K 0.31%
10,102
-217
87
$913K 0.3%
13,425
-750
88
$902K 0.29%
12,423
89
$865K 0.28%
17,690
-500
90
$862K 0.28%
5,975
-330
91
$851K 0.28%
11,725
-2,200
92
$845K 0.27%
13,579
-17,900
93
$777K 0.25%
14,299
-14,550
94
$767K 0.25%
13,453
-179
95
$743K 0.24%
10,728
+2
96
$726K 0.23%
3,520
-575
97
$708K 0.23%
8,641
+52
98
$706K 0.23%
12,600
-2,600
99
$681K 0.22%
8,305
-24,435
100
$650K 0.21%
15,577
-700
2 3
4
5 6