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
$309M
AUM Growth
-$5.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$3.51M
3
+$2.89M
4
WTW icon
Willis Towers Watson
WTW
+$2.09M
5
AXP icon
American Express
AXP
+$2.01M

Top Sells

1
+$3.12M
2
+$2M
3
+$1.93M
4
EMR icon
Emerson Electric
EMR
+$1.93M
5
AFL icon
Aflac
AFL
+$1.91M

Sector Composition

1 Healthcare 18.72%
2 Financials 18.66%
3 Industrials 14.3%
4 Technology 13.08%
5 Energy 12.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$635K 0.21%
4,144
-1,708
102
$633K 0.2%
17,056
-200
103
$603K 0.2%
10,802
104
$584K 0.19%
13,310
105
$578K 0.19%
5,821
106
$495K 0.16%
2,850
107
$487K 0.16%
45,900
+33,500
108
$483K 0.16%
4,466
+34
109
$476K 0.15%
3,405
+108
110
$473K 0.15%
4,200
111
$440K 0.14%
13,750
-59,600
112
$426K 0.14%
3,725
113
$405K 0.13%
5,000
-2,000
114
$389K 0.13%
15,778
-154
115
$382K 0.12%
12,213
-10,022
116
$370K 0.12%
7,410
-100
117
$348K 0.11%
3,050
118
$333K 0.11%
22,600
-450
119
$315K 0.1%
4,243
120
$311K 0.1%
6,092
121
$291K 0.09%
3,456
-357
122
$269K 0.09%
3,650
123
$269K 0.09%
4,200
124
$264K 0.09%
3,896
125
$260K 0.08%
4,324
-174
2 3 4
5
6