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
$125M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1 +$297K
2 +$212K
3 +$202K
4
IAC icon
IAC Inc
IAC
+$166K
5
SHEL icon
Shell
SHEL
+$107K

Top Sells

1 +$1.37M
2 +$256K
3 +$213K
4
SIXG
Defiance Connective Technologies ETF
SIXG
+$206K
5
MRVL icon
Marvell Technology
MRVL
+$129K

Sector Composition

1 Technology 21.59%
2 Healthcare 18.3%
3 Financials 12.61%
4 Communication Services 12.45%
5 Industrials 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.66M 1.33%
52,195
+122
27
$1.58M 1.27%
29,062
28
$1.56M 1.25%
15,793
+85
29
$1.56M 1.25%
10,851
+307
30
$1.5M 1.2%
32,646
+570
31
$1.47M 1.17%
2,855
32
$1.36M 1.09%
9,551
+174
33
$1.35M 1.08%
30,301
-65
34
$1.33M 1.07%
10,569
+30
35
$1.23M 0.99%
22,763
+785
36
$1.22M 0.98%
34,675
+320
37
$1.16M 0.93%
54,789
38
$1.16M 0.93%
2,689
+20
39
$1.15M 0.92%
4,780
+50
40
$1.11M 0.89%
18,339
41
$1.08M 0.87%
3,956
+737
42
$971K 0.78%
42,179
+9,230
43
$945K 0.76%
6,915
+102
44
$933K 0.75%
3,418
+88
45
$919K 0.74%
51,148
46
$904K 0.72%
47,462
47
$851K 0.68%
21,465
48
$834K 0.67%
2,785
+303
49
$792K 0.63%
8,243
50
$714K 0.57%
25,845