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
$298M
AUM Growth
-$3.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.95M
3
+$1.41M
4
MAC icon
Macerich
MAC
+$1.38M
5
PRU icon
Prudential Financial
PRU
+$1.23M

Top Sells

1
+$2.61M
2
+$1.67M
3
+$1.28M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.18M
5
JPM icon
JPMorgan Chase
JPM
+$1.18M

Sector Composition

1 Healthcare 20.66%
2 Financials 17.89%
3 Industrials 12.61%
4 Technology 11.83%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$619K 0.21%
5,582
-356
102
$608K 0.2%
12,350
103
$602K 0.2%
13,310
104
$597K 0.2%
10,678
105
$597K 0.2%
7,058
-20
106
$582K 0.2%
6,881
-294
107
$579K 0.19%
2,128
-11
108
$563K 0.19%
14,692
-746
109
$560K 0.19%
9,494
110
$535K 0.18%
14,922
-568
111
$524K 0.18%
8,129
-393
112
$505K 0.17%
7,245
-300
113
$497K 0.17%
2,722
-128
114
$474K 0.16%
14,564
-1,030
115
$471K 0.16%
5,000
116
$471K 0.16%
8,175
117
$470K 0.16%
4,391
+1,455
118
$462K 0.16%
10,607
-775
119
$462K 0.16%
6,475
+3,411
120
$460K 0.15%
7,579
-220
121
$451K 0.15%
3,808
122
$443K 0.15%
8,508
-720
123
$441K 0.15%
12,250
-800
124
$437K 0.15%
4,242
125
$437K 0.15%
4,200
3 4
5
6 7