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
$306M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$3.15M
3
+$2.65M
4
EMR icon
Emerson Electric
EMR
+$2.32M
5
POT
Potash Corp Of Saskatchewan
POT
+$2.01M

Top Sells

1
+$2.21M
2
+$2.21M
3
+$2.07M
4
KMB icon
Kimberly-Clark
KMB
+$1.57M
5
DIS icon
Walt Disney
DIS
+$1.54M

Sector Composition

1 Technology 15.93%
2 Financials 15.89%
3 Industrials 15.31%
4 Energy 14.99%
5 Healthcare 14.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$507K 0.17%
5,821
102
$482K 0.16%
11,574
-400
103
$444K 0.15%
2,850
104
$441K 0.14%
3,232
105
$421K 0.14%
15,888
-7,547
106
$398K 0.13%
4,200
107
$380K 0.12%
4,532
108
$364K 0.12%
3,500
-700
109
$340K 0.11%
3,297
110
$321K 0.1%
3,050
111
$295K 0.1%
3,520
112
$288K 0.09%
5,865
-507
113
$279K 0.09%
+6,092
114
$278K 0.09%
22,800
115
$276K 0.09%
4,128
+6
116
$260K 0.09%
5,250
117
$252K 0.08%
5,000
118
$229K 0.07%
3,825
-1,000
119
$227K 0.07%
3,686
120
$223K 0.07%
6,500
121
$221K 0.07%
6,272
122
$30K 0.01%
10,000
123
– –
-8,232
124
– –
-6,727
125
– –
-506
2 3 4
5
6