TCM

Tradition Capital Management Portfolio holdings

AUM $369M
1-Year Est. Return 6.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$309M
AUM Growth
+$2.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1 +$3.24M
2 +$3.22M
3 +$2.37M
4
SLB icon
SLB Ltd
SLB
+$1.13M
5
GS icon
Goldman Sachs
GS
+$914K

Top Sells

1 +$1.93M
2 +$1.92M
3 +$1.73M
4
FWLT
FOSTER WHEELER AG (SWITZERLAND)
FWLT
+$1.52M
5
DOX icon
Amdocs
DOX
+$1.33M

Sector Composition

1 Healthcare 16.86%
2 Financials 16.01%
3 Technology 15.97%
4 Energy 15.05%
5 Industrials 14.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-11,461