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
$352M
AUM Growth
+$2.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.68M
3
+$1.56M
4
ABBV icon
AbbVie
ABBV
+$1.52M
5
C icon
Citigroup
C
+$1.44M

Top Sells

1
+$1.44M
2
+$1.36M
3
+$1.15M
4
DVN icon
Devon Energy
DVN
+$1.12M
5
LOW icon
Lowe's Companies
LOW
+$1.08M

Sector Composition

1 Financials 18.41%
2 Healthcare 17.35%
3 Technology 12.71%
4 Consumer Discretionary 8.77%
5 Industrials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.83M 2.51%
26,308
-165
2
$8.22M 2.33%
83,331
-13,827
3
$8.14M 2.31%
140,486
-1,302
4
$7.77M 2.21%
83,845
+16,441
5
$7.01M 1.99%
124,997
-975
6
$6.99M 1.99%
25,779
+568
7
$6.84M 1.94%
65,676
-741
8
$6.43M 1.83%
96,055
+21,505
9
$6.26M 1.78%
42,808
-782
10
$5.84M 1.66%
150,037
+2,950
11
$5.72M 1.62%
34,768
-191
12
$5.57M 1.58%
65,053
-1,635
13
$5.54M 1.57%
67,581
-11,830
14
$5.5M 1.56%
41,179
+3,367
15
$5.46M 1.55%
98,740
+5,283
16
$5.37M 1.52%
79,334
-943
17
$5.34M 1.52%
35,232
-185
18
$5.3M 1.51%
240,824
-6,490
19
$5.21M 1.48%
42,900
+1,350
20
$5.17M 1.47%
104,064
-188
21
$4.8M 1.36%
46,979
+327
22
$4.76M 1.35%
77,990
-3,310
23
$4.63M 1.31%
100,072
+1,612
24
$4.56M 1.3%
19,802
+280
25
$4.45M 1.26%
21,482
-730
1
2 3 4 5