TCM

Tandem Capital Management Portfolio holdings

AUM $220M
1-Year Est. Return 29.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$762K
3
+$474K
4
RAL
Ralliant Corp
RAL
+$450K
5
FEZ icon
State Street SPDR EURO STOXX 50 ETF
FEZ
+$204K

Top Sells

1
+$1.35M
2
+$1.06M
3
+$1.05M
4
FDX icon
FedEx
FDX
+$1.04M
5
FTV icon
Fortive
FTV
+$480K

Sector Composition

1 Technology 21.08%
2 Industrials 18.05%
3 Financials 15.25%
4 Healthcare 13.8%
5 Communication Services 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.23M 0.62%
2,422
-125
52
$1.19M 0.6%
+2,837
53
$1.09M 0.55%
2,913
54
$1.06M 0.53%
14,805
-170
55
$1.03M 0.52%
13,895
56
$983K 0.5%
2,895
57
$971K 0.49%
3,480
58
$896K 0.45%
2,949
-10
59
$865K 0.44%
2,437
60
$859K 0.43%
439
61
$853K 0.43%
7,595
+70
62
$801K 0.41%
12,532
63
$781K 0.4%
16,195
-160
64
$778K 0.39%
12,320
65
$767K 0.39%
29,567
-103
66
$761K 0.39%
2,791
+158
67
$752K 0.38%
1,211
68
$729K 0.37%
1
69
$725K 0.37%
905
70
$692K 0.35%
9,965
+145
71
$684K 0.35%
2,480
72
$664K 0.34%
4,035
-40
73
$619K 0.31%
3,137
-100
74
$605K 0.31%
13,880
-2,190
75
$545K 0.28%
5,720
-75
1 2
3
4 5