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
$176M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$858K
2
+$714K
3
+$497K
4
BABA icon
Alibaba
BABA
+$437K
5
IAC icon
IAC Inc
IAC
+$418K

Top Sells

1
+$792K
2
+$575K
3
+$338K
4
RTX icon
RTX Corp
RTX
+$300K
5
VLTO icon
Veralto
VLTO
+$290K

Sector Composition

1 Technology 20.61%
2 Healthcare 15.95%
3 Industrials 15.52%
4 Financials 12.78%
5 Communication Services 10.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.39M 1.35%
13,632
+507
27
$2.37M 1.35%
27,584
-18
28
$2.21M 1.25%
50,999
-609
29
$2.16M 1.22%
47,571
-3,696
30
$2.07M 1.17%
11,336
+85
31
$1.95M 1.11%
6,727
+20
32
$1.93M 1.1%
46,103
-240
33
$1.85M 1.05%
27,592
+566
34
$1.75M 0.99%
41,563
-957
35
$1.72M 0.98%
4,494
36
$1.51M 0.86%
62,599
-700
37
$1.51M 0.86%
7,827
+611
38
$1.5M 0.85%
47,974
-4,594
39
$1.49M 0.84%
3,540
-78
40
$1.38M 0.78%
38,851
41
$1.35M 0.77%
14,753
-1,470
42
$1.33M 0.75%
3,863
+298
43
$1.29M 0.73%
2,615
+11
44
$1.29M 0.73%
3,135
-400
45
$1.27M 0.72%
49,582
+250
46
$1.25M 0.71%
19,688
+30
47
$1.21M 0.68%
27,730
-18,197
48
$1.19M 0.68%
4,923
-654
49
$1.19M 0.67%
5,561
50
$1.09M 0.62%
5,121
-100
1
2
3 4 5