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
$113M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.24M
3
+$622K
4
VTR icon
Ventas
VTR
+$355K
5
SMG icon
ScottsMiracle-Gro
SMG
+$235K

Top Sells

1
+$498K
2
+$399K
3
+$225K
4
GE icon
GE Aerospace
GE
+$180K
5
HXL icon
Hexcel
HXL
+$154K

Sector Composition

1 Technology 25.14%
2 Healthcare 17.61%
3 Communication Services 15.93%
4 Industrials 12.36%
5 Financials 11.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$622K 0.55%
+5,624
52
$605K 0.53%
10,512
-989
53
$591K 0.52%
19,047
-5,792
54
$571K 0.5%
2,683
55
$514K 0.45%
4,740
-150
56
$464K 0.41%
1,670
57
$408K 0.36%
2,394
58
$371K 0.33%
11,070
-4,603
59
$353K 0.31%
2,532
+191
60
$352K 0.31%
2,532
+332
61
$352K 0.31%
22,625
-14,432
62
$342K 0.3%
14,000
+4,400
63
$324K 0.29%
2,060
+120
64
$323K 0.29%
9,221
-2,314
65
$320K 0.28%
1
66
$307K 0.27%
2,062
+433
67
$297K 0.26%
883
68
$289K 0.26%
3,657
-155
69
$284K 0.25%
7,131
-320
70
$283K 0.25%
4,751
-800
71
$274K 0.24%
7,413
-501
72
$250K 0.22%
4,566
73
$235K 0.21%
+1,534
74
$223K 0.2%
805
75
$212K 0.19%
+5,138
1 2
3
4