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
$368M
AUM Growth
+$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$4.27M
3
+$4.22M
4
ADI icon
Analog Devices
ADI
+$1.87M
5
FNB icon
FNB Corp
FNB
+$1.65M

Top Sells

1
+$1.6M
2
+$1.53M
3
+$1.12M
4
FNF icon
Fidelity National Financial
FNF
+$1.08M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.04M

Sector Composition

1 Healthcare 17.9%
2 Financials 17.39%
3 Technology 11.5%
4 Consumer Discretionary 9.07%
5 Industrials 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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165
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166
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