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
$301M
AUM Growth
+$5.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.8M
3
+$2.48M
4
AON icon
Aon
AON
+$2.13M
5
ZBH icon
Zimmer Biomet
ZBH
+$1.39M

Top Sells

1
+$3.1M
2
+$2.72M
3
+$1.84M
4
SLB icon
SLB Ltd
SLB
+$1.76M
5
SYK icon
Stryker
SYK
+$1.62M

Sector Composition

1 Healthcare 17.88%
2 Financials 17.61%
3 Industrials 13.56%
4 Technology 12.51%
5 Consumer Discretionary 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$369K 0.12%
6,053
127
$354K 0.12%
4,452
128
$347K 0.12%
5,550
-29,396
129
$342K 0.11%
3,650
130
$331K 0.11%
2,640
-760
131
$328K 0.11%
8,625
-900
132
$317K 0.11%
+6,474
133
$307K 0.1%
+2,936
134
$293K 0.1%
22,600
135
$283K 0.09%
3,743
-30
136
$283K 0.09%
5,700
137
$258K 0.09%
5,265
-60
138
$239K 0.08%
+4,187
139
$234K 0.08%
3,700
140
$226K 0.08%
6,090
141
$222K 0.07%
5,840
-29,000
142
$211K 0.07%
+3,064
143
$204K 0.07%
12,275
-175
144
$14K ﹤0.01%
10,000
145
– –
-184,517
2 3 4 5
6