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
$127M
AUM Growth
+$8.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.55M
3
+$1.45M
4
BAM icon
Brookfield Asset Management
BAM
+$1.32M
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$530K

Top Sells

1
+$1.11M
2
+$794K
3
+$613K
4
TY icon
TRI-Continental Corp
TY
+$598K
5
AIMC
Altra Industrial Motion Corp
AIMC
+$512K

Sector Composition

1 Technology 20.43%
2 Healthcare 20.17%
3 Industrials 13.42%
4 Financials 12.05%
5 Communication Services 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.76M 1.39%
17,428
+657
27
$1.75M 1.38%
56,574
-427
28
$1.75M 1.38%
31,127
+3,924
29
$1.69M 1.33%
11,154
+120
30
$1.57M 1.24%
5,104
+20
31
$1.56M 1.23%
26,118
-8,567
32
$1.55M 1.22%
+12,929
33
$1.52M 1.2%
33,646
+1,300
34
$1.49M 1.18%
2,816
+9
35
$1.37M 1.08%
7,217
+193
36
$1.37M 1.08%
2,812
+72
37
$1.32M 1.04%
+45,897
38
$1.28M 1.01%
10,603
-2,066
39
$1.27M 1%
12,633
+1,370
40
$1.23M 0.97%
3,906
-50
41
$1.2M 0.94%
2,790
42
$1.18M 0.93%
62,674
+19,115
43
$1.17M 0.92%
6,744
+2,215
44
$1.15M 0.91%
18,039
45
$1.13M 0.89%
53,570
+3,340
46
$1.11M 0.88%
3,597
+154
47
$1.04M 0.82%
18,245
+3,105
48
$900K 0.71%
53,043
-1,334
49
$799K 0.63%
20,422
+7,985
50
$760K 0.6%
24,302
-6,828
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2
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