TCM
Tradition Capital Management Portfolio holdings
AUM
$369M
1-Year Return
6.73%
This Quarter Return
+0.97%
1 Year Return
+6.73%
3 Year Return
+43.57%
5 Year Return
+54.57%
10 Year Return
–
AUM
$301M
AUM Growth
+$5.52M
(+1.9%)
Cap. Flow
+$4.92M
Cap. Flow
% of AUM
1.63%
Top 10 Holdings %
Top 10 Hldgs %
24.39%
Holding
164
New
26
Increased
14
Reduced
94
Closed
4
Top Buys
| 1 |
AbbVie
ABBV
|
$2.92M |
| 2 |
VanEck BDC Income ETF
BIZD
|
$2.8M |
| 3 |
Fidelity National Financial
FNF
|
$2.48M |
| 4 |
Aon
AON
|
$2.13M |
| 5 |
Zimmer Biomet
ZBH
|
$1.39M |
Top Sells
| 1 |
Bank of America
BAC
|
$3.11M |
| 2 |
Citigroup
C
|
$2.72M |
| 3 |
Eaton
ETN
|
$1.84M |
| 4 |
Schlumberger
SLB
|
$1.76M |
| 5 |
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% |
