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
$298M
AUM Growth
-$3.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.95M
3
+$1.41M
4
MAC icon
Macerich
MAC
+$1.38M
5
PRU icon
Prudential Financial
PRU
+$1.23M

Top Sells

1
+$2.61M
2
+$1.67M
3
+$1.28M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.18M
5
JPM icon
JPMorgan Chase
JPM
+$1.18M

Sector Composition

1 Healthcare 20.66%
2 Financials 17.89%
3 Industrials 12.61%
4 Technology 11.83%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.04M 2.7%
54,884
-2,486
2
$7.83M 2.62%
142,362
-5,645
3
$7.14M 2.39%
139,495
-4,778
4
$6.94M 2.33%
64,390
-2,611
5
$6.83M 2.29%
56,323
-9,694
6
$6.79M 2.28%
109,613
+1,814
7
$6.67M 2.24%
97,360
-6,223
8
$6.36M 2.13%
102,406
-18,911
9
$6.34M 2.13%
73,043
-6,639
10
$6.02M 2.02%
209,841
-9,862
11
$5.99M 2.01%
46,151
-1,641
12
$5.42M 1.82%
72,496
-2,364
13
$5.39M 1.81%
225,540
-8,432
14
$5.13M 1.72%
197,025
-2,794
15
$4.8M 1.61%
28,833
-6,212
16
$4.47M 1.5%
60,531
+31,611
17
$4.45M 1.49%
83,074
-17,888
18
$4.42M 1.48%
134,735
-7,510
19
$4.32M 1.45%
109,932
-2,214
20
$4.25M 1.42%
28,738
-736
21
$4.14M 1.39%
27,463
-6,935
22
$3.99M 1.34%
84,015
-3,140
23
$3.55M 1.19%
23,407
-8,458
24
$3.52M 1.18%
43,243
-2,067
25
$3.48M 1.17%
65,892
-18,343
1
2 3 4 5