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
$302M
AUM Growth
-$4.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$1.73M
3
+$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
+$2.05M
2
+$1.48M
3
+$1.26M
4
KMX icon
CarMax
KMX
+$1.19M
5
CFG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$454K 0.15%
5,593
+441
127
$440K 0.15%
3,075
128
$437K 0.14%
25,495
-2,280
129
$432K 0.14%
15,250
+3,718
130
$429K 0.14%
11,050
131
$414K 0.14%
+16,250
132
$407K 0.13%
5,443
+332
133
$394K 0.13%
6,608
-300
134
$380K 0.13%
+14,900
135
$376K 0.12%
+4,709
136
$350K 0.12%
+8,577
137
$337K 0.11%
2,202
138
$335K 0.11%
1,054
-11
139
$317K 0.11%
2,850
140
$311K 0.1%
6,680
+100
141
$295K 0.1%
4,517
+255
142
$293K 0.1%
6,000
143
$291K 0.1%
3,600
144
$290K 0.1%
22,500
+1,764
145
$289K 0.1%
+5,550
146
$276K 0.09%
3,118
+444
147
$276K 0.09%
5,098
148
$263K 0.09%
4,075
+300
149
$258K 0.09%
2,388
+17
150
$243K 0.08%
+2,773
3 4 5
6
7