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
$302M
AUM Growth
-$4.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$1.73M
3
+$1.48M
4
OPPE
WisdomTree European Opportunities Fund
OPPE
+$1.44M
5
IBDH
iShares iBonds Dec 2018 Term Corporate ETF
IBDH
+$1.4M

Top Sells

1
+$2.05M
2
+$1.48M
3
+$1.26M
4
KMX icon
CarMax
KMX
+$1.19M
5
CFG icon
Citizens Financial Group
CFG
+$1.18M

Sector Composition

1 Healthcare 21.27%
2 Financials 20.03%
3 Industrials 12.35%
4 Technology 9.95%
5 Consumer Discretionary 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.28M 0.42%
19,435
+594
77
$1.28M 0.42%
118,100
+10,275
78
$1.27M 0.42%
+10,216
79
$1.26M 0.42%
7,869
-50
80
$1.25M 0.41%
+50,001
81
$1.24M 0.41%
15,899
+2,660
82
$1.23M 0.41%
+31,178
83
$1.19M 0.39%
11,165
84
$1.18M 0.39%
25,475
-59
85
$1.17M 0.39%
15,870
-280
86
$1.16M 0.38%
9,868
-157
87
$1.1M 0.36%
12,862
-1,010
88
$1.06M 0.35%
+41,444
89
$1.03M 0.34%
60,520
+1,805
90
$1.03M 0.34%
32,217
91
$1M 0.33%
14,595
-760
92
$988K 0.33%
12,008
-75
93
$959K 0.32%
+6,805
94
$856K 0.28%
5,821
+1,191
95
$835K 0.28%
15,695
96
$826K 0.27%
8,558
+1,420
97
$770K 0.26%
13,935
-500
98
$746K 0.25%
21,816
-4,480
99
$713K 0.24%
7,802
+691
100
$698K 0.23%
5,465
+95
2 3
4
5 6