TCM

Tufton Capital Management Portfolio holdings

AUM $572M
1-Year Est. Return 21.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$514M
AUM Growth
+$5.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$527K
3
+$480K
4
SOLV icon
Solventum
SOLV
+$300K
5
TSLA icon
Tesla
TSLA
+$256K

Top Sells

1
+$1.23M
2
+$543K
3
+$422K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$251K
5
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$238K

Sector Composition

1 Technology 23.5%
2 Industrials 13.37%
3 Healthcare 13.31%
4 Financials 10.72%
5 Consumer Staples 10.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$355K 0.07%
1,391
+22
102
$352K 0.07%
535
-5
103
$337K 0.07%
990
-15
104
$331K 0.06%
1,552
105
$327K 0.06%
7,575
-1,100
106
$326K 0.06%
12,878
-9,571
107
$318K 0.06%
2,000
-475
108
$298K 0.06%
2,638
109
$297K 0.06%
674
110
$290K 0.06%
+1,466
111
$273K 0.05%
4,437
-568
112
$261K 0.05%
+4,941
113
$256K 0.05%
3,545
114
$253K 0.05%
9,053
115
$226K 0.04%
530
116
$215K 0.04%
+475
117
$160K 0.03%
11,835
118
– –
-2,135
119
– –
-758
120
– –
-4,050
1 2 3 4
5