TCM

Tufton Capital Management Portfolio holdings

AUM $561M
1-Year Est. Return 15.35%
This Quarter Est. Return
1 Year Est. Return
+15.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$519M
AUM Growth
-$9.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$1.34M
3
+$455K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$269K
5
BLK icon
Blackrock
BLK
+$267K

Top Sells

1
+$2.48M
2
+$1.67M
3
+$830K
4
TSLA icon
Tesla
TSLA
+$673K
5
ADP icon
Automatic Data Processing
ADP
+$520K

Sector Composition

1 Technology 21.73%
2 Healthcare 14.13%
3 Industrials 12.81%
4 Financials 11.99%
5 Consumer Staples 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$331K 0.06%
539
102
$327K 0.06%
11,108
103
$293K 0.06%
1,419
104
$290K 0.06%
1,189
-341
105
$282K 0.05%
515
106
$267K 0.05%
+282
107
$267K 0.05%
3,639
+94
108
$259K 0.05%
475
109
$257K 0.05%
7,575
110
$257K 0.05%
530
111
$243K 0.05%
8,838
-525
112
$241K 0.05%
3,000
-1,000
113
$240K 0.05%
2,775
+650
114
$236K 0.05%
9,323
+250
115
$231K 0.04%
492
+85
116
$209K 0.04%
+684
117
$208K 0.04%
775
118
$208K 0.04%
+1,700
119
$34.7K 0.01%
13,700
+1,000
120
– –
-1,666
121
– –
-2,065
122
– –
-11,798
123
– –
-7,860
1 2 3 4
5