TCM
Tandem Capital Management Portfolio holdings
AUM $198M
1-Year Return
26.32%
This Quarter Return
-0.54%
1 Year Return
+26.32%
3 Year Return
+93.07%
5 Year Return
+152.24%
10 Year Return
–
AUM
$179M
AUM Growth
-$7.84M
(-4.2%)
Cap. Flow
-$2.51M
Cap. Flow
% of AUM
-1.4%
Top 10 Holdings %
Top 10 Hldgs %
32.51%
Holding
117
New
5
Increased
30
Reduced
43
Closed
4
Top Buys
| 1 |
Carlisle Companies
CSL
|
+$992K |
| 2 |
CVS Health
CVS
|
+$522K |
| 3 |
Treehouse Foods
THS
|
+$301K |
| 4 |
PayPal
PYPL
|
+$281K |
| 5 |
Broadcom
AVGO
|
+$258K |
Top Sells
| 1 |
Philip Morris
PM
|
+$1.07M |
| 2 |
Comcast
CMCSA
|
+$766K |
| 3 |
Apple
AAPL
|
+$710K |
| 4 |
Meta Platforms (Facebook)
META
|
+$525K |
| 5 |
IAC Inc
IAC
|
+$474K |
Sector Composition
| 1 | Technology | 19.2% |
| 2 | Industrials | 16.35% |
| 3 | Financials | 14.78% |
| 4 | Healthcare | 14.56% |
| 5 | Communication Services | 9.11% |
