TCM
Tandem Capital Management Portfolio holdings
AUM
$215M
1-Year Est. Return
27.52%
1 Year Est. Return
+27.52%
AUM
$198M
AUM Growth
+$18.7M
(+10%)
Holding
119
Top Buys
| 1 | +$1.19M | |
| 2 | +$811K | |
| 3 | +$450K | |
| 4 |
RAL
Ralliant Corp
RAL
|
+$443K |
| 5 |
SPDR Euro Stoxx 50 ETF
FEZ
|
+$214K |
Top Sells
| 1 | +$1.42M | |
| 2 | +$1.24M | |
| 3 | +$1.14M | |
| 4 |
FedEx
FDX
|
+$1.04M |
| 5 |
Fortive
FTV
|
+$477K |
Sector Composition
| 1 | Technology | 21.08% |
| 2 | Industrials | 18.05% |
| 3 | Financials | 15.12% |
| 4 | Healthcare | 13.8% |
| 5 | Communication Services | 8.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Vanguard Dividend Appreciation ETF
VIG
$98.5B
| $2.53M | 1.28% |
12,338
-27
|
|
||
27
Brookfield
BN
$98.8B
| $2.35M | 1.19% |
57,071
-4,338
|
|
||
28
AeroVironment
AVAV
$14.5B
| $2.32M | 1.17% |
8,146
+22
|
|
||
29
Brookfield Asset Management
BAM
$83B
| $2.16M | 1.09% |
38,992
-84
|
|
||
30
Amazon
AMZN
$2.51T
| $2.1M | 1.06% |
9,560
+850
|
|
||
31
CVS Health
CVS
$98.8B
| $2.08M | 1.05% |
30,118
+105
|
|
||
32
Regal Rexnord
RRX
$9.12B
| $2.02M | 1.02% |
13,914
+740
|
|
||
33
Prologis
PLD
$114B
| $1.97M | 1% |
18,771
+15
|
|
||
34
L3Harris
LHX
$54.1B
| $1.97M | 1% |
7,847
-30
|
|
||
35
General Motors
GM
$65.8B
| $1.93M | 0.98% |
39,251
-1,430
|
|
||
36
Vanguard Growth ETF
VUG
$197B
| $1.86M | 0.94% |
4,243
+249
|
|
||
37
Union Pacific
UNP
$132B
| $1.79M | 0.91% |
7,783
-51
|
|
||
38
Home Depot
HD
$361B
| $1.73M | 0.88% |
4,718
+9
|
|
||
|
BBUC
39
Brookfield Business Corp
BBUC
$2.33B
| $1.71M | 0.87% |
54,903
-550
|
|
||
40
Berkshire Hathaway Class B
BRK.B
$1.1T
| $1.64M | 0.83% |
3,368
-10
|
|
||
41
Waste Management
WM
$84.3B
| $1.51M | 0.76% |
6,583
-31
|
|
||
42
PepsiCo
PEP
$199B
| $1.5M | 0.76% |
11,339
-445
|
|
||
43
Citigroup
C
$179B
| $1.48M | 0.75% |
17,375
-112
|
|
||
|
44
Fortive
FTV
$16.4B
| $1.43M | 0.72% |
27,412
-9,156
|
|
||
45
Brookfield Infrastructure Partners
BIP
$16.4B
| $1.39M | 0.7% |
41,540
-247
|
|
||
46
Palo Alto Networks
PANW
$140B
| $1.33M | 0.67% |
6,475
-45
|
|
||
47
NVIDIA
NVDA
$4.63T
| $1.31M | 0.66% |
8,280
+470
|
|
||
48
Philip Morris
PM
$242B
| $1.27M | 0.64% |
6,979
-60
|
|
||
49
IAC Inc
IAC
$2.57B
| $1.27M | 0.64% |
34,040
-7,455
|
|
||
50
SLB Ltd
SLB
$55.2B
| $1.25M | 0.63% |
36,975
-485
|
|