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
$119M
AUM Growth
-$6.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$986K
2
+$936K
3
+$460K
4
SHEL icon
Shell
SHEL
+$325K
5
RTX icon
RTX Corp
RTX
+$267K

Top Sells

1
+$2.4M
2
+$2.12M
3
+$851K
4
KRNT icon
Kornit Digital
KRNT
+$197K
5
AAPL icon
Apple
AAPL
+$143K

Sector Composition

1 Technology 22.49%
2 Healthcare 20.24%
3 Financials 12.52%
4 Industrials 10.25%
5 Communication Services 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$280K 0.24%
2,350
-230
77
$274K 0.23%
4,650
+225
78
$271K 0.23%
7,674
+650
79
$250K 0.21%
805
80
$248K 0.21%
1,932
81
$245K 0.21%
9,786
-7,864
82
$245K 0.21%
4,595
+255
83
$242K 0.2%
9,820
+765
84
$239K 0.2%
1,527
+85
85
$238K 0.2%
6,840
+705
86
$237K 0.2%
8,470
87
$235K 0.2%
5,652
-420
88
$208K 0.18%
1,244
89
$201K 0.17%
664
90
$159K 0.13%
+13,070
91
$10K 0.01%
1,550
92
– –
-17,639
93
– –
-25,019
1 2 3
4