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
$173M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$1.04M
3
+$826K
4
PRSU
Pursuit Attractions and Hospitality Inc
PRSU
+$795K
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$678K

Top Sells

1
+$1.16M
2
+$1.07M
3
+$871K
4
WMB icon
Williams Companies
WMB
+$832K
5
TFX icon
Teleflex
TFX
+$597K

Sector Composition

1 Technology 23.08%
2 Healthcare 16.27%
3 Communication Services 13.93%
4 Financials 13.17%
5 Industrials 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$993K 0.57%
3,322
+18
52
$943K 0.54%
6,964
-642
53
$867K 0.5%
26,118
-100
54
$826K 0.48%
+2,938
55
$795K 0.46%
+18,590
56
$779K 0.45%
7,505
-787
57
$731K 0.42%
8,498
+80
58
$678K 0.39%
+6,055
59
$647K 0.37%
1,558
-652
60
$645K 0.37%
2,670
+290
61
$609K 0.35%
9,615
62
$602K 0.35%
2,442
-50
63
$588K 0.34%
+2,643
64
$568K 0.33%
2,622
+375
65
$535K 0.31%
31,732
-5,859
66
$476K 0.27%
4,107
67
$451K 0.26%
1
68
$449K 0.26%
9,878
-1,519
69
$442K 0.25%
14,659
-1,220
70
$431K 0.25%
+11,029
71
$421K 0.24%
883
72
$413K 0.24%
2,480
+280
73
$403K 0.23%
7,246
74
$388K 0.22%
2,267
+662
75
$363K 0.21%
6,989
-1,228
1 2
3
4