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

Top Buys

1
+$2.5M
2
+$1.97M
3
+$1.88M
4
QCOM icon
Qualcomm
QCOM
+$1.79M
5
ETN icon
Eaton
ETN
+$1.67M

Top Sells

1
+$3.05M
2
+$3.05M
3
+$2.33M
4
TGT icon
Target
TGT
+$2.12M
5
NOV icon
NOV
NOV
+$1.75M

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
– –
-70,922
2 3 4 5
6