TCM
Tradition Capital Management Portfolio holdings
AUM
$369M
This Quarter Return
+4.65%
1 Year Return
+6.73%
3 Year Return
+43.57%
5 Year Return
+54.57%
10 Year Return
–
AUM
$283M
AUM Growth
+$283M
(+4.4%)
Cap. Flow
+$321K
Cap. Flow
% of AUM
0.11%
Top 10 Holdings %
Top 10 Hldgs %
21.46%
Holding
138
New
5
Increased
38
Reduced
54
Closed
4
Top Buys
| 1 |
POT
Potash Corp Of Saskatchewan
POT
|
$2.3M |
| 2 |
Goldman Sachs
GS
|
$2.24M |
| 3 |
FedEx
FDX
|
$1.78M |
| 4 |
McDonald's
MCD
|
$1.66M |
| 5 |
GE Aerospace
GE
|
$1.63M |
Top Sells
| 1 |
B
Barrick Mining Corporation
B
|
$1.98M |
| 2 |
InterDigital
IDCC
|
$1.5M |
| 3 |
Procter & Gamble
PG
|
$1.02M |
| 4 |
Teva Pharmaceuticals
TEVA
|
$907K |
| 5 |
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% |
