TCM

Tandem Capital Management Portfolio holdings

AUM $198M
1-Year Est. Return 26.32%
This Quarter Est. Return
1 Year Est. Return
+26.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.15M
3
+$399K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$269K
5
AMZN icon
Amazon
AMZN
+$268K

Top Sells

1
+$1.06M
2
+$791K
3
+$706K
4
CGNX icon
Cognex
CGNX
+$700K
5
DAL icon
Delta Air Lines
DAL
+$679K

Sector Composition

1 Technology 25.44%
2 Healthcare 16.48%
3 Communication Services 14.14%
4 Industrials 13.52%
5 Financials 13.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.61M 1.58%
9,514
-1,103
27
$1.59M 1.55%
+9,322
28
$1.57M 1.54%
57,173
-1,657
29
$1.54M 1.51%
27,162
-3,544
30
$1.5M 1.47%
11,910
-1,500
31
$1.5M 1.47%
13,432
-1,702
32
$1.48M 1.45%
17,224
+672
33
$1.34M 1.31%
28,719
-3,592
34
$1.34M 1.31%
12,495
-2,070
35
$1.15M 1.12%
+20,962
36
$1.14M 1.12%
3,144
-507
37
$1.1M 1.08%
28,323
-2,260
38
$1.09M 1.07%
28,755
-1,368
39
$1.08M 1.06%
11,082
-1,476
40
$1.06M 1.04%
9,030
+2,295
41
$1.05M 1.02%
44,873
-4,045
42
$1.01M 0.99%
2,766
-574
43
$882K 0.86%
17,717
-1,645
44
$882K 0.86%
24,085
+5,668
45
$846K 0.83%
24,839
-2,500
46
$787K 0.77%
2,668
-108
47
$712K 0.7%
37,457
-960
48
$709K 0.69%
15,673
-1,070
49
$709K 0.69%
11,501
-4,924
50
$681K 0.67%
37,057
+8,970
1
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