TCM

Tandem Capital Management Portfolio holdings

AUM $220M
1-Year Est. Return 29.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$762K
3
+$474K
4
RAL
Ralliant Corp
RAL
+$450K
5
FEZ icon
State Street SPDR EURO STOXX 50 ETF
FEZ
+$204K

Top Sells

1
+$1.35M
2
+$1.06M
3
+$1.05M
4
FDX icon
FedEx
FDX
+$1.04M
5
FTV icon
Fortive
FTV
+$480K

Sector Composition

1 Technology 21.08%
2 Industrials 18.05%
3 Financials 15.25%
4 Healthcare 13.8%
5 Communication Services 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.53M 1.28%
12,338
-27
27
$2.35M 1.19%
57,071
-4,338
28
$2.32M 1.17%
8,146
+22
29
$2.16M 1.09%
38,992
-84
30
$2.1M 1.06%
9,560
+850
31
$2.08M 1.05%
30,118
+105
32
$2.02M 1.02%
13,914
+740
33
$1.97M 1%
18,771
+15
34
$1.97M 1%
7,847
-30
35
$1.93M 0.98%
39,251
-1,430
36
$1.86M 0.94%
4,243
+249
37
$1.79M 0.91%
7,783
-51
38
$1.73M 0.88%
4,718
+9
39
$1.71M 0.87%
54,903
-550
40
$1.64M 0.83%
3,368
-10
41
$1.51M 0.76%
6,583
-31
42
$1.5M 0.76%
11,339
-445
43
$1.48M 0.75%
17,375
-112
44
$1.43M 0.72%
27,412
-9,156
45
$1.39M 0.7%
41,540
-247
46
$1.33M 0.67%
6,475
-45
47
$1.31M 0.66%
8,280
+470
48
$1.27M 0.64%
6,979
-60
49
$1.27M 0.64%
34,040
-7,455
50
$1.25M 0.63%
36,975
-485
1
2
3 4 5