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
$113M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.26M
3
+$596K
4
VTR icon
Ventas
VTR
+$338K
5
SMG icon
ScottsMiracle-Gro
SMG
+$237K

Top Sells

1
+$498K
2
+$399K
3
+$268K
4
GE icon
GE Aerospace
GE
+$188K
5
HXL icon
Hexcel
HXL
+$186K

Sector Composition

1 Technology 25.14%
2 Healthcare 17.61%
3 Communication Services 15.93%
4 Industrials 12.36%
5 Financials 11.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$202K 0.18%
+2,165
77
– –
-4,360
78
– –
-26,730
1 2 3
4