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
$145M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$990K
3
+$621K
4
VRSK icon
Verisk Analytics
VRSK
+$423K
5
TY icon
TRI-Continental Corp
TY
+$408K

Top Sells

1
+$1.84M
2
+$1.7M
3
+$420K
4
AZN icon
AstraZeneca
AZN
+$253K
5
VNT icon
Vontier
VNT
+$250K

Sector Composition

1 Technology 24.73%
2 Healthcare 15.7%
3 Communication Services 15.57%
4 Financials 12.95%
5 Industrials 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.21M 1.53%
85,716
27
$2.11M 1.46%
9,554
+40
28
$2.09M 1.45%
27,737
+436
29
$2.06M 1.43%
11,683
+2,397
30
$2.02M 1.4%
32,994
+4,291
31
$2.02M 1.39%
56,784
32
$1.99M 1.38%
27,408
+50
33
$1.96M 1.36%
27,755
+2,530
34
$1.87M 1.3%
23,785
+806
35
$1.85M 1.28%
49,243
+1,500
36
$1.84M 1.28%
13,040
+148
37
$1.82M 1.26%
11,910
38
$1.72M 1.19%
34,735
+7,150
39
$1.61M 1.11%
6,324
-13
40
$1.5M 1.04%
55,336
+36,411
41
$1.46M 1.01%
14,350
-130
42
$1.44M 1%
12,090
-60
43
$1.37M 0.95%
9,318
+190
44
$1.1M 0.76%
+12,363
45
$1.06M 0.73%
2,859
-62
46
$1.05M 0.73%
17,839
47
$1.03M 0.71%
2,473
-1
48
$993K 0.69%
2,668
49
$831K 0.57%
35,077
50
$817K 0.57%
3,178
+220
1
2
3 4