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
$190M
AUM Growth
+$7.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$1.49M
3
+$748K
4
ASML icon
ASML
ASML
+$337K
5
UBER icon
Uber
UBER
+$293K

Top Sells

1
+$3.8M
2
+$745K
3
+$318K
4
SYK icon
Stryker
SYK
+$271K
5
GE icon
GE Aerospace
GE
+$269K

Sector Composition

1 Technology 20.41%
2 Industrials 15.7%
3 Healthcare 13.96%
4 Financials 12.82%
5 Communication Services 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.06M 0.56%
6,176
+160
52
$1.03M 0.54%
16,473
-3,010
53
$968K 0.51%
23,184
-5,200
54
$967K 0.51%
8,556
55
$966K 0.51%
14,360
+105
56
$964K 0.51%
13,247
-200
57
$910K 0.48%
2,895
+5
58
$853K 0.45%
3,475
+260
59
$847K 0.45%
8,948
+587
60
$840K 0.44%
9,935
+125
61
$838K 0.44%
2,959
+30
62
$829K 0.44%
12,920
-4,190
63
$816K 0.43%
443
-8
64
$738K 0.39%
31,670
-672
65
$735K 0.39%
2,672
+392
66
$733K 0.39%
107,230
-26,100
67
$728K 0.38%
2,597
+510
68
$727K 0.38%
2,443
-1,067
69
$691K 0.36%
1
70
$681K 0.36%
1,181
71
$650K 0.34%
21,810
72
$645K 0.34%
15,670
-600
73
$612K 0.32%
14,310
+740
74
$585K 0.31%
1,000
-1,275
75
$573K 0.3%
7,342
+2,630
1 2
3
4 5