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
101
$548K 0.19%
8,232
-1,500
102
$521K 0.18%
11,268
-1,635
103
$516K 0.18%
3,073
-263
104
$466K 0.16%
11,974
105
$460K 0.16%
5,821
106
$414K 0.15%
4,200
107
$414K 0.15%
2,850
108
$406K 0.14%
506
-20
109
$379K 0.13%
3,232
110
$367K 0.13%
5,750
-375
111
$352K 0.12%
4,532
112
$350K 0.12%
4,200
113
$325K 0.11%
3,297
114
$297K 0.1%
3,520
115
$297K 0.1%
6,372
116
$279K 0.1%
3,050
117
$277K 0.1%
22,800
118
$263K 0.09%
4,122
-458
119
$254K 0.09%
5,000
120
$250K 0.09%
4,825
121
$249K 0.09%
5,250
122
$221K 0.08%
5,875
-24,105
123
$218K 0.08%
6,272
124
$211K 0.07%
+6,727
125
$210K 0.07%
6,500
2 3 4
5
6