TCM
Tradition Capital Management Portfolio holdings
AUM
$369M
This Quarter Return
+4.58%
1 Year Return
+6.73%
3 Year Return
+43.57%
5 Year Return
+54.57%
10 Year Return
–
AUM
$302M
AUM Growth
+$302M
(-1.4%)
Cap. Flow
-$15.3M
Cap. Flow
% of AUM
-5.07%
Top 10 Holdings %
Top 10 Hldgs %
23.29%
Holding
176
New
23
Increased
49
Reduced
66
Closed
18
Top Buys
| 1 |
Lincoln Electric
LECO
|
$3.92M |
| 2 |
DigitalBridge
DBRG
|
$1.73M |
| 3 |
Citigroup
C
|
$1.48M |
| 4 |
OPPE
WisdomTree European Opportunities Fund
OPPE
|
$1.44M |
| 5 |
IBDH
iShares iBonds Dec 2018 Term Corporate ETF
IBDH
|
$1.4M |
Top Sells
| 1 |
Macy's
M
|
$2.05M |
| 2 |
HDS
HD Supply Holdings, Inc.
HDS
|
$1.48M |
| 3 |
RSF
RiverNorth Capital and Income Fund
RSF
|
$1.27M |
| 4 |
CarMax
KMX
|
$1.19M |
| 5 |
Citizens Financial Group
CFG
|
$1.18M |
Sector Composition
| 1 | Healthcare | 21.27% |
| 2 | Financials | 20.03% |
| 3 | Industrials | 12.35% |
| 4 | Technology | 9.95% |
| 5 | Consumer Discretionary | 9.75% |
