TCM
Tradition Capital Management Portfolio holdings
AUM
$369M
1-Year Return
6.73%
This Quarter Return
+5.88%
1 Year Return
+6.73%
3 Year Return
+43.57%
5 Year Return
+54.57%
10 Year Return
–
AUM
$309M
AUM Growth
+$6.67M
(+2.2%)
Cap. Flow
-$8.11M
Cap. Flow
% of AUM
-2.63%
Top 10 Holdings %
Top 10 Hldgs %
24.11%
Holding
167
New
9
Increased
42
Reduced
79
Closed
10
Top Buys
| 1 |
Bristol-Myers Squibb
BMY
|
$2.71M |
| 2 |
Citizens Financial Group
CFG
|
$2.38M |
| 3 |
Toyota
TM
|
$2.22M |
| 4 |
Novartis
NVS
|
$1.33M |
| 5 |
Devon Energy
DVN
|
$1.1M |
Top Sells
| 1 |
Lincoln Electric
LECO
|
$4.18M |
| 2 |
Fidelity National Financial
FNF
|
$2.68M |
| 3 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
$1.85M |
| 4 |
Amgen
AMGN
|
$1.53M |
| 5 |
B&G Foods
BGS
|
$1.35M |
Sector Composition
| 1 | Healthcare | 21.69% |
| 2 | Financials | 20.39% |
| 3 | Consumer Discretionary | 11.39% |
| 4 | Industrials | 10.84% |
| 5 | Technology | 10.4% |
