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
$183M
AUM Growth
+$6.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$2.18M
3
+$867K
4
LHX icon
L3Harris
LHX
+$583K
5
ALB icon
Albemarle
ALB
+$558K

Top Sells

1
+$1.79M
2
+$1.29M
3
+$858K
4
CMCSA icon
Comcast
CMCSA
+$856K
5
ADSK icon
Autodesk
ADSK
+$758K

Sector Composition

1 Technology 22.57%
2 Industrials 14.96%
3 Healthcare 14.32%
4 Financials 12.29%
5 Communication Services 11.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.19M 1.2%
19,117
-310
27
$2.18M 1.2%
+30,705
28
$2.18M 1.19%
46,771
-800
29
$2.12M 1.16%
11,498
+162
30
$2.05M 1.12%
28,256
+672
31
$2M 1.09%
27,242
-350
32
$1.95M 1.07%
6,642
-85
33
$1.92M 1.05%
45,033
-1,070
34
$1.84M 1.01%
13,834
+529
35
$1.73M 0.95%
7,725
+2,604
36
$1.53M 0.84%
39,799
-1,764
37
$1.52M 0.83%
3,916
+53
38
$1.51M 0.83%
4,527
+33
39
$1.44M 0.79%
7,769
-58
40
$1.43M 0.78%
13,976
-777
41
$1.42M 0.78%
3,463
-77
42
$1.38M 0.75%
6,883
+1,763
43
$1.36M 0.74%
18,217
+4,277
44
$1.32M 0.72%
46,399
-1,575
45
$1.25M 0.68%
19,483
-205
46
$1.18M 0.65%
59,554
-3,045
47
$1.17M 0.64%
5,561
48
$1.11M 0.61%
2,275
-340
49
$1.08M 0.59%
6,417
+801
50
$1.07M 0.59%
28,384
-22,615
1
2
3 4 5