TCM

Tradition Capital Management Portfolio holdings

AUM $369M
1-Year Est. Return 6.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$298M
AUM Growth
-$3.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.79M
3
+$1.35M
4
PRU icon
Prudential Financial
PRU
+$1.3M
5
MAC icon
Macerich
MAC
+$1.26M

Top Sells

1
+$2.43M
2
+$1.67M
3
+$1.37M
4
JPM icon
JPMorgan Chase
JPM
+$1.18M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.1M

Sector Composition

1 Healthcare 20.66%
2 Financials 17.89%
3 Industrials 12.61%
4 Technology 11.83%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-10,000
3 4 5 6
7