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
$350M
AUM Growth
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$1.53M
3
+$1.25M
4
META icon
Meta Platforms (Facebook)
META
+$1.23M
5
DIS icon
Walt Disney
DIS
+$1.17M

Top Sells

1
+$3.36M
2
+$2.76M
3
+$1.81M
4
AVY icon
Avery Dennison
AVY
+$1.47M
5
FNF icon
Fidelity National Financial
FNF
+$1.37M

Sector Composition

1 Financials 19.03%
2 Healthcare 17.35%
3 Technology 12.42%
4 Industrials 9.23%
5 Consumer Discretionary 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-12,847
152
– –
-15,795
153
– –
-20,543
154
– –
-15,169
3 4 5 6
7