TCM

Tufton Capital Management Portfolio holdings

AUM $572M
1-Year Est. Return 21.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$526M
AUM Growth
+$6.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$292K
2
+$219K
3
+$85.2K
4
CAVA icon
CAVA Group
CAVA
+$79.8K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$79.5K

Top Sells

1
+$2.59M
2
+$1.24M
3
+$972K
4
XOM icon
Exxon Mobil
XOM
+$874K
5
IBM icon
IBM
IBM
+$775K

Sector Composition

1 Technology 23.36%
2 Industrials 13.35%
3 Healthcare 12.56%
4 Financials 12.5%
5 Consumer Staples 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.59M 0.68%
7,394
52
$3.4M 0.65%
73,506
-4,575
53
$2.84M 0.54%
99,008
-3,353
54
$2.78M 0.53%
4,501
+23
55
$2.74M 0.52%
88,296
-3,990
56
$2.64M 0.5%
37,995
-2,878
57
$2.63M 0.5%
2,658
-5
58
$2.53M 0.48%
33,330
-75
59
$2.27M 0.43%
24,947
-1,250
60
$1.95M 0.37%
12,365
+20
61
$1.83M 0.35%
2,477
+3
62
$1.79M 0.34%
31,915
-380
63
$1.68M 0.32%
9,019
-200
64
$1.6M 0.31%
4,124
65
$1.53M 0.29%
18,289
+278
66
$1.52M 0.29%
11,183
-235
67
$1.51M 0.29%
15,261
-175
68
$1.48M 0.28%
65,975
-2,995
69
$1.29M 0.25%
2,536
70
$1.21M 0.23%
45,745
-1,464
71
$1.13M 0.21%
14,855
-126
72
$1.11M 0.21%
10,326
73
$1.1M 0.21%
17,764
+119
74
$1.09M 0.21%
25,948
-1,245
75
$1.07M 0.2%
29,935
+800
1 2
3
4 5