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
$271M
AUM Growth
-$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$987K
3
+$972K
4
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$878K
5
KO icon
Coca-Cola
KO
+$867K

Top Sells

1
+$2.82M
2
+$1.3M
3
+$1.15M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.14M
5
SU icon
Suncor Energy
SU
+$815K

Sector Composition

1 Financials 20.78%
2 Healthcare 18.12%
3 Industrials 14.96%
4 Technology 13.48%
5 Energy 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$22K 0.01%
10,000
127
– –
-4,324
128
– –
-4,109
129
– –
-36,833
130
– –
-3,896
131
– –
-2,726
2 3 4 5
6