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
$176M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$858K
2
+$714K
3
+$497K
4
BABA icon
Alibaba
BABA
+$437K
5
IAC icon
IAC Inc
IAC
+$418K

Top Sells

1
+$792K
2
+$575K
3
+$338K
4
RTX icon
RTX Corp
RTX
+$300K
5
VLTO icon
Veralto
VLTO
+$290K

Sector Composition

1 Technology 20.61%
2 Healthcare 15.95%
3 Industrials 15.52%
4 Financials 12.78%
5 Communication Services 10.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$621K 0.35%
1,181
+23
77
$619K 0.35%
9,685
-470
78
$607K 0.34%
15,250
-700
79
$603K 0.34%
16,665
-3,692
80
$579K 0.33%
9,575
+30
81
$554K 0.31%
3,365
+110
82
$520K 0.29%
13,510
+150
83
$501K 0.28%
11,250
+380
84
$496K 0.28%
5,100
+250
85
$463K 0.26%
2,565
-50
86
$460K 0.26%
1,037
+35
87
$460K 0.26%
1,011
-1,264
88
$444K 0.25%
4,740
-200
89
$413K 0.23%
9,115
+150
90
$398K 0.23%
+4,614
91
$372K 0.21%
1,103
-274
92
$370K 0.21%
6,379
-100
93
$354K 0.2%
2,685
-45
94
$341K 0.19%
9,455
-2,739
95
$324K 0.18%
675
-25
96
$320K 0.18%
805
97
$299K 0.17%
3,460
-687
98
$299K 0.17%
+4,085
99
$293K 0.17%
1,244
100
$287K 0.16%
1,766
-166
1 2 3
4
5