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
$125M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$297K
2
+$212K
3
+$202K
4
IAC icon
IAC Inc
IAC
+$166K
5
SHEL icon
Shell
SHEL
+$107K

Top Sells

1
+$1.37M
2
+$256K
3
+$213K
4
SIXG
Defiance Connective Technologies ETF
SIXG
+$206K
5
MRVL icon
Marvell Technology
MRVL
+$129K

Sector Composition

1 Technology 21.59%
2 Healthcare 18.3%
3 Financials 12.61%
4 Communication Services 12.45%
5 Industrials 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$688K 0.55%
3,086
-330
52
$638K 0.51%
8,595
+270
53
$636K 0.51%
6,595
-50
54
$620K 0.5%
23,700
55
$566K 0.45%
3,000
-20
56
$560K 0.45%
17,650
-8,065
57
$542K 0.43%
3,052
58
$513K 0.41%
2,442
59
$493K 0.39%
2,866
+300
60
$491K 0.39%
19,889
+210
61
$488K 0.39%
63,417
-600
62
$471K 0.38%
9,005
+2,050
63
$466K 0.37%
11,029
64
$460K 0.37%
2,337
65
$453K 0.36%
8,170
66
$414K 0.33%
9,751
-7
67
$410K 0.33%
9,615
68
$410K 0.33%
11,143
+480
69
$409K 0.33%
1
70
$379K 0.3%
4,157
+50
71
$375K 0.3%
988
72
$356K 0.29%
7,024
73
$352K 0.28%
7,396
74
$347K 0.28%
1,530
+150
75
$338K 0.27%
4,425
+220
1 2
3
4