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
101
$362K 0.07%
684
102
$359K 0.07%
2,838
103
$355K 0.07%
1,216
+21
104
$351K 0.07%
636
+144
105
$339K 0.06%
859
-100
106
$336K 0.06%
475
107
$313K 0.06%
3,725
+950
108
$295K 0.06%
282
109
$289K 0.05%
515
110
$270K 0.05%
1,189
111
$238K 0.05%
8,838
112
$225K 0.04%
9,323
113
$224K 0.04%
3,194
-445
114
$219K 0.04%
+3,270
115
$207K 0.04%
760
-15
116
$203K 0.04%
7,575
117
$27K 0.01%
13,700
118
– –
-530
119
– –
-3,000
120
– –
-1,700
1 2 3 4
5