TCM

Tandem Capital Management Portfolio holdings

AUM $198M
1-Year Est. Return 26.32%
This Quarter Est. Return
1 Year Est. Return
+26.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$990K
3
+$621K
4
VRSK icon
Verisk Analytics
VRSK
+$423K
5
TY icon
TRI-Continental Corp
TY
+$408K

Top Sells

1
+$1.84M
2
+$1.7M
3
+$420K
4
AZN icon
AstraZeneca
AZN
+$253K
5
VNT icon
Vontier
VNT
+$250K

Sector Composition

1 Technology 24.73%
2 Healthcare 15.7%
3 Communication Services 15.57%
4 Financials 12.95%
5 Industrials 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$275K 0.19%
1,675
-97
77
$266K 0.18%
805
78
$262K 0.18%
1,932
79
$250K 0.17%
7,105
+535
80
$248K 0.17%
+3,890
81
$228K 0.16%
2,487
+150
82
$205K 0.14%
+625
83
– –
-7,858
84
– –
-5,058
85
– –
-2,265
86
– –
-49,310
87
– –
-7,475
1 2 3
4