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
$183M
AUM Growth
+$6.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$2.18M
3
+$867K
4
LHX icon
L3Harris
LHX
+$583K
5
ALB icon
Albemarle
ALB
+$558K

Top Sells

1
+$1.79M
2
+$1.29M
3
+$858K
4
CMCSA icon
Comcast
CMCSA
+$856K
5
ADSK icon
Autodesk
ADSK
+$758K

Sector Composition

1 Technology 22.57%
2 Industrials 14.96%
3 Healthcare 14.32%
4 Financials 12.29%
5 Communication Services 11.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.03M 0.56%
6,016
-300
52
$977K 0.54%
46,452
-3,130
53
$934K 0.51%
7,420
-830
54
$921K 0.5%
14,255
+4,680
55
$915K 0.5%
13,447
-2,130
56
$897K 0.49%
17,110
-10,620
57
$887K 0.49%
3,510
-1,413
58
$881K 0.48%
20,499
+500
59
$876K 0.48%
2,890
+30
60
$867K 0.48%
+3,215
61
$831K 0.46%
8,556
+268
62
$822K 0.45%
8,361
+5,676
63
$813K 0.45%
2,087
64
$797K 0.44%
2,929
+375
65
$781K 0.43%
27,086
-11,765
66
$763K 0.42%
451
-8
67
$725K 0.4%
133,330
+4,200
68
$707K 0.39%
9,810
+125
69
$659K 0.36%
1,181
70
$619K 0.34%
1
71
$616K 0.34%
2,280
72
$610K 0.33%
4,275
+910
73
$599K 0.33%
1,207
+170
74
$595K 0.33%
16,270
+1,020
75
$592K 0.32%
13,570
+60
1 2
3
4 5