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
76
$1.03M 0.2%
2,906
-35
77
$1.02M 0.19%
3,213
-1,349
78
$974K 0.19%
19,694
-130
79
$882K 0.17%
6,590
-540
80
$857K 0.16%
7,846
+48
81
$797K 0.15%
8,265
-310
82
$761K 0.14%
13,351
+1,495
83
$733K 0.14%
21,705
-375
84
$731K 0.14%
4,525
+100
85
$715K 0.14%
7,318
86
$685K 0.13%
11,417
+137
87
$674K 0.13%
9,710
88
$640K 0.12%
5,700
89
$624K 0.12%
2,425
90
$622K 0.12%
2,805
-200
91
$602K 0.11%
10,268
-1,095
92
$545K 0.1%
1,003
93
$545K 0.1%
7,425
94
$500K 0.1%
1,364
95
$473K 0.09%
1,325
96
$459K 0.09%
1,995
-800
97
$432K 0.08%
549
+10
98
$425K 0.08%
1,510
99
$384K 0.07%
1,653
100
$362K 0.07%
11,108
1 2 3
4
5