TCM

Tandem Capital Management Portfolio holdings

AUM $215M
1-Year Est. Return 27.52%
This Quarter Est. Return
1 Year Est. Return
+27.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
-$7.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$992K
2
+$522K
3
+$301K
4
PYPL icon
PayPal
PYPL
+$281K
5
AVGO icon
Broadcom
AVGO
+$258K

Top Sells

1
+$1.07M
2
+$766K
3
+$710K
4
META icon
Meta Platforms (Facebook)
META
+$525K
5
IAC icon
IAC Inc
IAC
+$474K

Sector Composition

1 Technology 19.2%
2 Industrials 16.35%
3 Financials 14.92%
4 Healthcare 14.56%
5 Communication Services 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$993K 0.56%
14,975
+615
52
$992K 0.55%
+2,913
53
$968K 0.54%
8,124
+1,457
54
$907K 0.51%
13,895
+4,303
55
$898K 0.5%
2,547
-25
56
$888K 0.5%
2,895
57
$856K 0.48%
12,532
-530
58
$854K 0.48%
2,437
59
$847K 0.47%
12,320
60
$846K 0.47%
7,810
-1,455
61
$814K 0.45%
439
62
$813K 0.45%
2,959
63
$798K 0.45%
1
64
$736K 0.41%
3,480
65
$707K 0.39%
2,633
+534
66
$696K 0.39%
9,820
+335
67
$696K 0.39%
29,670
-500
68
$682K 0.38%
7,525
+305
69
$680K 0.38%
1,211
70
$654K 0.37%
16,355
-40
71
$606K 0.34%
16,070
72
$600K 0.34%
905
73
$588K 0.33%
4,075
-50
74
$525K 0.29%
10,825
+520
75
$522K 0.29%
3,237
1 2
3
4 5