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
$368M
AUM Growth
+$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$4.65M
3
+$4.33M
4
IBM icon
IBM
IBM
+$4.31M
5
ADI icon
Analog Devices
ADI
+$1.88M

Top Sells

1
+$1.53M
2
+$1.4M
3
+$1.12M
4
HBI icon
Hanesbrands
HBI
+$1.09M
5
ABBV icon
AbbVie
ABBV
+$1.07M

Sector Composition

1 Healthcare 17.9%
2 Financials 17.39%
3 Technology 11.5%
4 Consumer Discretionary 9.07%
5 Industrials 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.4M 0.38%
10,184
-2,393
77
$1.35M 0.37%
15,795
-2,187
78
$1.31M 0.36%
14,755
-135
79
$1.31M 0.36%
28,596
-286
80
$1.26M 0.34%
18,656
-1,609
81
$1.24M 0.34%
15,148
-437
82
$1.2M 0.33%
11,165
83
$1.19M 0.32%
11,392
-885
84
$1.15M 0.31%
6,647
-78
85
$1.12M 0.3%
21,284
-2,691
86
$1.09M 0.3%
31,874
-395
87
$1.05M 0.28%
9,853
-121
88
$1.05M 0.28%
15,695
89
$1M 0.27%
+26,375
90
$969K 0.26%
9,181
91
$910K 0.25%
10,785
-1,223
92
$906K 0.25%
+20,543
93
$845K 0.23%
10,368
94
$833K 0.23%
21,816
95
$820K 0.22%
49,400
+29,989
96
$761K 0.21%
13,520
97
$719K 0.2%
3,630
+25
98
$716K 0.19%
4,873
-282
99
$707K 0.19%
14,475
100
$676K 0.18%
40,115
-1,515
2 3
4
5 6