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
$133M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.13M
3
+$453K
4
V icon
Visa
V
+$427K
5
ENOV icon
Enovis
ENOV
+$258K

Top Sells

1
+$1.32M
2
+$659K
3
+$629K
4
GE icon
GE Aerospace
GE
+$426K
5
HXL icon
Hexcel
HXL
+$371K

Sector Composition

1 Technology 26.04%
2 Communication Services 16.65%
3 Healthcare 16.44%
4 Financials 12.66%
5 Industrials 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$253K 0.19%
5,058
+492
77
$250K 0.19%
+7,475
78
$246K 0.18%
805
79
$221K 0.17%
+6,570
80
$210K 0.16%
2,265
+100
81
$201K 0.15%
+2,337
82
– –
-11,070
83
– –
-28,755
1 2 3
4