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
$183M
AUM Growth
+$6.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$2.18M
3
+$867K
4
LHX icon
L3Harris
LHX
+$583K
5
ALB icon
Albemarle
ALB
+$558K

Top Sells

1
+$1.79M
2
+$1.29M
3
+$858K
4
CMCSA icon
Comcast
CMCSA
+$856K
5
ADSK icon
Autodesk
ADSK
+$758K

Sector Composition

1 Technology 22.57%
2 Industrials 14.96%
3 Healthcare 14.32%
4 Financials 12.29%
5 Communication Services 11.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$592K 0.32%
21,810
-640
77
$589K 0.32%
32,342
-7,939
78
$577K 0.32%
3,255
-2,495
79
$571K 0.31%
46,232
-5,888
80
$555K 0.3%
5,100
81
$544K 0.3%
+4,840
82
$514K 0.28%
6,195
+2,110
83
$500K 0.27%
5,124
+510
84
$499K 0.27%
14,000
-2,665
85
$451K 0.25%
5,110
+370
86
$444K 0.24%
960
-51
87
$442K 0.24%
1,877
-699
88
$441K 0.24%
2,565
89
$439K 0.24%
9,980
-1,270
90
$434K 0.24%
9,170
+55
91
$417K 0.23%
1,103
92
$404K 0.22%
23,656
-625
93
$400K 0.22%
3,987
-2,879
94
$357K 0.2%
701
+26
95
$355K 0.19%
6,151
-228
96
$341K 0.19%
1,244
97
$328K 0.18%
+4,475
98
$317K 0.17%
805
99
$315K 0.17%
9,318
-137
100
$292K 0.16%
1,766
1 2 3
4
5