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
$283M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$2.24M
3
+$1.78M
4
MCD icon
McDonald's
MCD
+$1.66M
5
GE icon
GE Aerospace
GE
+$1.63M

Top Sells

1
+$1.98M
2
+$1.5M
3
+$1.02M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$907K
5
JNJ icon
Johnson & Johnson
JNJ
+$894K

Sector Composition

1 Healthcare 16.39%
2 Energy 15.16%
3 Financials 15.1%
4 Technology 14.44%
5 Industrials 13.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.47M 2.99%
84,867
+5
2
$7.51M 2.65%
86,595
-10,310
3
$6.44M 2.28%
193,643
-4,004
4
$6.06M 2.14%
133,321
-5,791
5
$5.91M 2.09%
135,609
-460
6
$5.46M 1.93%
44,944
-110
7
$5.39M 1.9%
78,313
-252
8
$5.2M 1.84%
56,899
+1,011
9
$5.17M 1.83%
100,032
+1,621
10
$5.16M 1.82%
55,987
-7,704
11
$5.09M 1.8%
215,795
+898
12
$4.9M 1.73%
129,456
+881
13
$4.87M 1.72%
212,302
-9,437
14
$4.83M 1.7%
134,618
-1,169
15
$4.76M 1.68%
97,880
+630
16
$4.62M 1.63%
180,636
+3,541
17
$4.57M 1.61%
53,153
-1,540
18
$4.54M 1.6%
266,952
+5,880
19
$4.44M 1.57%
115,151
+746
20
$4.35M 1.54%
240,858
-2,146
21
$4.27M 1.51%
412,244
-9,505
22
$4.01M 1.41%
64,844
-1,185
23
$3.96M 1.4%
108,160
-20,125
24
$3.89M 1.37%
142,713
+4,032
25
$3.83M 1.35%
48,246
-1,846
1
2 3 4 5