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
$309M
AUM Growth
-$5.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$3.51M
3
+$2.89M
4
WTW icon
Willis Towers Watson
WTW
+$2.09M
5
AXP icon
American Express
AXP
+$2.01M

Top Sells

1
+$3.12M
2
+$2M
3
+$1.93M
4
EMR icon
Emerson Electric
EMR
+$1.93M
5
AFL icon
Aflac
AFL
+$1.91M

Sector Composition

1 Healthcare 18.72%
2 Financials 18.66%
3 Industrials 14.3%
4 Technology 13.08%
5 Energy 12.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$251K 0.08%
3,924
-200
127
$222K 0.07%
2,850
128
$219K 0.07%
5,700
129
$23K 0.01%
10,000
130
– –
-3,520
131
– –
-6,687
2 3 4 5
6