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
$302M
AUM Growth
-$4.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$1.73M
3
+$1.48M
4
OPPE
WisdomTree European Opportunities Fund
OPPE
+$1.44M
5
IBDH
iShares iBonds Dec 2018 Term Corporate ETF
IBDH
+$1.4M

Top Sells

1
+$2.05M
2
+$1.48M
3
+$1.26M
4
KMX icon
CarMax
KMX
+$1.19M
5
CFG icon
Citizens Financial Group
CFG
+$1.18M

Sector Composition

1 Healthcare 21.27%
2 Financials 20.03%
3 Industrials 12.35%
4 Technology 9.95%
5 Consumer Discretionary 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$692K 0.23%
+8,646
102
$672K 0.22%
10,368
103
$663K 0.22%
41,655
-825
104
$655K 0.22%
2,572
-50
105
$635K 0.21%
+7,511
106
$615K 0.2%
3,630
107
$613K 0.2%
15,555
-400
108
$596K 0.2%
6,841
-291
109
$587K 0.19%
4,150
+1,200
110
$572K 0.19%
5,200
+1,000
111
$568K 0.19%
13,310
112
$565K 0.19%
24,310
-88,215
113
$555K 0.18%
19,476
114
$549K 0.18%
12,000
-350
115
$547K 0.18%
14,054
+1,430
116
$543K 0.18%
12,764
-212
117
$534K 0.18%
19,700
+1,970
118
$507K 0.17%
4,950
+568
119
$506K 0.17%
3,808
120
$504K 0.17%
+20,180
121
$494K 0.16%
4,242
122
$491K 0.16%
6,297
-975
123
$485K 0.16%
4,452
124
$483K 0.16%
6,286
+313
125
$472K 0.16%
+11,426
3 4
5
6 7