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
$145M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$990K
3
+$621K
4
VRSK icon
Verisk Analytics
VRSK
+$423K
5
TY icon
TRI-Continental Corp
TY
+$408K

Top Sells

1
+$1.84M
2
+$1.7M
3
+$420K
4
AZN icon
AstraZeneca
AZN
+$253K
5
VNT icon
Vontier
VNT
+$250K

Sector Composition

1 Technology 24.73%
2 Healthcare 15.7%
3 Communication Services 15.57%
4 Financials 12.95%
5 Industrials 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$815K 0.56%
3,191
+188
52
$805K 0.56%
7,606
-43
53
$762K 0.53%
5,545
+114
54
$691K 0.48%
8,938
-321
55
$675K 0.47%
2,210
+540
56
$657K 0.45%
2,684
+210
57
$641K 0.44%
9,790
+241
58
$632K 0.44%
4,610
59
$585K 0.4%
11,493
+2,370
60
$565K 0.39%
2,022
+300
61
$540K 0.37%
10,435
62
$495K 0.34%
2,394
63
$470K 0.33%
2,492
64
$463K 0.32%
2,187
+101
65
$408K 0.28%
+12,566
66
$406K 0.28%
6,976
+2,025
67
$393K 0.27%
9,220
68
$386K 0.27%
1
69
$377K 0.26%
4,107
+450
70
$351K 0.24%
883
71
$348K 0.24%
15,420
72
$343K 0.24%
7,116
73
$337K 0.23%
+3,355
74
$319K 0.22%
2,060
75
$317K 0.22%
+5,439
1 2
3
4