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
$119M
AUM Growth
-$6.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$986K
2
+$936K
3
+$460K
4
SHEL icon
Shell
SHEL
+$325K
5
RTX icon
RTX Corp
RTX
+$267K

Top Sells

1
+$2.4M
2
+$2.12M
3
+$851K
4
KRNT icon
Kornit Digital
KRNT
+$197K
5
AAPL icon
Apple
AAPL
+$143K

Sector Composition

1 Technology 22.49%
2 Healthcare 20.24%
3 Financials 12.52%
4 Industrials 10.25%
5 Communication Services 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$694K 0.59%
4,529
+2,999
52
$694K 0.59%
8,805
+210
53
$682K 0.58%
45,402
-2,060
54
$670K 0.57%
3,046
-40
55
$599K 0.51%
6,325
-270
56
$598K 0.5%
22,700
-1,000
57
$577K 0.49%
2,866
58
$568K 0.48%
2,442
59
$562K 0.47%
3,000
60
$517K 0.44%
3,062
+10
61
$492K 0.42%
12,201
+2,450
62
$471K 0.4%
12,437
+1,408
63
$459K 0.39%
2,412
+75
64
$442K 0.37%
7,510
-660
65
$427K 0.36%
1
66
$415K 0.35%
4,465
+355
67
$412K 0.35%
9,615
68
$401K 0.34%
20,839
+950
69
$373K 0.31%
4,769
+612
70
$371K 0.31%
988
71
$350K 0.3%
7,496
+100
72
$344K 0.29%
11,803
+660
73
$301K 0.25%
3,710
+290
74
$290K 0.24%
3,487
+75
75
$288K 0.24%
8,035
+550
1 2
3
4