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
$315M
AUM Growth
+$2.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$2.02M
3
+$1.86M
4
QCOM icon
Qualcomm
QCOM
+$1.76M
5
ETN icon
Eaton
ETN
+$1.62M

Top Sells

1
+$3.66M
2
+$2.99M
3
+$2.33M
4
TGT icon
Target
TGT
+$1.89M
5
NOV icon
NOV
NOV
+$1.86M

Sector Composition

1 Healthcare 19.8%
2 Financials 19.27%
3 Industrials 14.15%
4 Technology 13.54%
5 Energy 11.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$20K 0.01%
10,000
127
– –
-86,075
128
– –
-2,110
129
– –
-5,000
130
– –
-7,092
2 3 4 5
6