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
$125M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$297K
2
+$212K
3
+$202K
4
IAC icon
IAC Inc
IAC
+$166K
5
SHEL icon
Shell
SHEL
+$107K

Top Sells

1
+$1.37M
2
+$256K
3
+$213K
4
SIXG
Defiance Connective Technologies ETF
SIXG
+$206K
5
MRVL icon
Marvell Technology
MRVL
+$129K

Sector Composition

1 Technology 21.59%
2 Healthcare 18.3%
3 Financials 12.61%
4 Communication Services 12.45%
5 Industrials 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$295K 0.24%
8,470
77
$288K 0.23%
6,072
78
$286K 0.23%
3,412
+25
79
$282K 0.23%
3,420
+120
80
$278K 0.22%
1,932
81
$274K 0.22%
2,580
82
$272K 0.22%
4,110
-400
83
$271K 0.22%
7,485
+1,150
84
$248K 0.2%
805
85
$243K 0.19%
1,442
+360
86
$227K 0.18%
4,340
87
$220K 0.18%
6,135
+1,015
88
$215K 0.17%
1,244
89
$209K 0.17%
664
90
$206K 0.17%
9,055
+300
91
$13K 0.01%
1,550
92
– –
-3,738
93
– –
-5,855
1 2 3
4