TCM

Tandem Capital Management Portfolio holdings

AUM $215M
1-Year Est. Return 27.52%
This Quarter Est. Return
1 Year Est. Return
+27.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
-$7.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$992K
2
+$522K
3
+$301K
4
PYPL icon
PayPal
PYPL
+$281K
5
AVGO icon
Broadcom
AVGO
+$258K

Top Sells

1
+$1.07M
2
+$766K
3
+$710K
4
META icon
Meta Platforms (Facebook)
META
+$525K
5
IAC icon
IAC Inc
IAC
+$474K

Sector Composition

1 Technology 19.2%
2 Industrials 16.35%
3 Financials 14.92%
4 Healthcare 14.56%
5 Communication Services 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.25M 1.26%
27,906
-304
27
$2.15M 1.2%
61,409
+2,055
28
$2.1M 1.17%
18,756
+74
29
$2.03M 1.14%
30,013
+7,698
30
$2.02M 1.13%
36,568
+212
31
$1.91M 1.07%
40,681
+130
32
$1.89M 1.06%
39,076
-35
33
$1.85M 1.03%
7,834
-62
34
$1.8M 1.01%
3,378
-10
35
$1.77M 0.99%
11,784
-1,858
36
$1.73M 0.96%
4,709
+282
37
$1.71M 0.96%
23,374
-348
38
$1.66M 0.93%
8,710
-133
39
$1.65M 0.92%
7,877
-380
40
$1.57M 0.88%
37,460
-70
41
$1.56M 0.87%
41,495
-12,585
42
$1.53M 0.86%
6,614
+47
43
$1.5M 0.84%
13,174
+47
44
$1.48M 0.83%
3,994
+102
45
$1.48M 0.82%
55,453
-1,680
46
$1.24M 0.7%
41,787
-630
47
$1.24M 0.69%
17,487
+1,044
48
$1.12M 0.62%
7,039
-6,717
49
$1.11M 0.62%
6,520
+200
50
$1.04M 0.58%
4,251
1
2
3 4 5