TCM
Tradition Capital Management Portfolio holdings
AUM $369M
1-Year Return
6.73%
This Quarter Return
+5.01%
1 Year Return
+6.73%
3 Year Return
+43.57%
5 Year Return
+54.57%
10 Year Return
–
AUM
$383M
AUM Growth
+$30.5M
(+8.7%)
Cap. Flow
+$12.4M
Cap. Flow
% of AUM
3.24%
Top 10 Holdings %
Top 10 Hldgs %
20.31%
Holding
199
New
21
Increased
76
Reduced
63
Closed
4
Top Buys
| 1 |
Whirlpool
WHR
|
+$3.13M |
| 2 |
PNC Financial Services
PNC
|
+$2.27M |
| 3 |
Enovis
ENOV
|
+$1.86M |
| 4 |
VanEck BDC Income ETF
BIZD
|
+$1.64M |
| 5 |
Vanguard Growth ETF
VUG
|
+$1.55M |
Top Sells
| 1 |
Qualcomm
QCOM
|
+$5.61M |
| 2 |
Microsoft
MSFT
|
+$1.89M |
| 3 |
Zimmer Biomet
ZBH
|
+$1.33M |
| 4 |
Boeing
BA
|
+$1.23M |
| 5 |
Yum! Brands
YUM
|
+$756K |
Sector Composition
| 1 | Financials | 18.87% |
| 2 | Healthcare | 18.24% |
| 3 | Technology | 11.48% |
| 4 | Consumer Discretionary | 8.94% |
| 5 | Industrials | 8.61% |
