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
$176M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$858K
2
+$714K
3
+$497K
4
BABA icon
Alibaba
BABA
+$437K
5
IAC icon
IAC Inc
IAC
+$418K

Top Sells

1
+$792K
2
+$575K
3
+$338K
4
RTX icon
RTX Corp
RTX
+$300K
5
VLTO icon
Veralto
VLTO
+$290K

Sector Composition

1 Technology 20.61%
2 Healthcare 15.95%
3 Industrials 15.52%
4 Financials 12.78%
5 Communication Services 10.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.09M 0.62%
15,577
+200
52
$1.01M 0.57%
13,940
+6,038
53
$1M 0.57%
8,288
-580
54
$924K 0.52%
5,120
+975
55
$897K 0.51%
6,316
+2,316
56
$896K 0.51%
5,750
-587
57
$890K 0.5%
40,281
-3,100
58
$866K 0.49%
52,120
-660
59
$861K 0.49%
5,616
+3,243
60
$858K 0.49%
+1,700
61
$836K 0.47%
19,999
+125
62
$824K 0.47%
2,860
+60
63
$785K 0.45%
5,295
-350
64
$758K 0.43%
2,909
-22
65
$750K 0.43%
459
66
$745K 0.42%
8,250
67
$670K 0.38%
6,866
-3,075
68
$669K 0.38%
2,087
-15
69
$664K 0.38%
2,554
+280
70
$643K 0.36%
2,576
71
$643K 0.36%
129,130
72
$640K 0.36%
22,450
73
$636K 0.36%
2,280
-30
74
$634K 0.36%
1
75
$623K 0.35%
24,281
-780
1 2
3
4 5