TCM
Tradition Capital Management Portfolio holdings
AUM
$369M
1-Year Return
6.73%
This Quarter Return
+4.74%
1 Year Return
+6.73%
3 Year Return
+43.57%
5 Year Return
+54.57%
10 Year Return
–
AUM
$300M
AUM Growth
+$14.4M
(+5%)
Cap. Flow
+$5.62M
Cap. Flow
% of AUM
1.87%
Top 10 Holdings %
Top 10 Hldgs %
24.62%
Holding
163
New
7
Increased
46
Reduced
69
Closed
8
Top Buys
| 1 |
CarMax
KMX
|
$3.01M |
| 2 |
Citizens Financial Group
CFG
|
$2.54M |
| 3 |
Kimberly-Clark
KMB
|
$2.38M |
| 4 |
Hanesbrands
HBI
|
$2.02M |
| 5 |
Whirlpool
WHR
|
$2.02M |
Top Sells
| 1 |
Toyota
TM
|
$3.54M |
| 2 |
JPMorgan Chase
JPM
|
$2.43M |
| 3 |
Boeing
BA
|
$1.98M |
| 4 |
Goldman Sachs
GS
|
$1.24M |
| 5 |
PNC Financial Services
PNC
|
$1.11M |
Sector Composition
| 1 | Financials | 20.94% |
| 2 | Healthcare | 18.84% |
| 3 | Industrials | 11.45% |
| 4 | Technology | 10.51% |
| 5 | Consumer Discretionary | 8.86% |
