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
$368M
AUM Growth
+$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$4.65M
3
+$4.33M
4
IBM icon
IBM
IBM
+$4.31M
5
ADI icon
Analog Devices
ADI
+$1.88M

Top Sells

1
+$1.53M
2
+$1.4M
3
+$1.12M
4
HBI icon
Hanesbrands
HBI
+$1.09M
5
ABBV icon
AbbVie
ABBV
+$1.07M

Sector Composition

1 Healthcare 17.9%
2 Financials 17.39%
3 Technology 11.5%
4 Consumer Discretionary 9.07%
5 Industrials 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$641K 0.17%
7,194
-558
102
$597K 0.16%
4,452
103
$592K 0.16%
14,808
-387
104
$583K 0.16%
6,349
-497
105
$571K 0.16%
19,476
106
$538K 0.15%
11,588
+290
107
$527K 0.14%
4,242
108
$524K 0.14%
2,372
109
$520K 0.14%
3,175
110
$518K 0.14%
+15,599
111
$499K 0.14%
2,850
-100
112
$497K 0.14%
12,424
-2,030
113
$491K 0.13%
5,372
-925
114
$490K 0.13%
4,200
-1,000
115
$477K 0.13%
20,927
-3,973
116
$476K 0.13%
10,850
117
$457K 0.12%
3,905
-1,045
118
$450K 0.12%
17,180
-2,770
119
$448K 0.12%
15,405
-1,550
120
$437K 0.12%
3,258
-500
121
$427K 0.12%
+2,425
122
$425K 0.12%
5,167
-276
123
$411K 0.11%
5,125
-1,161
124
$404K 0.11%
3,393
+6
125
$383K 0.1%
+2,055
3 4
5
6 7