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
$190M
AUM Growth
+$7.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$1.49M
3
+$748K
4
ASML icon
ASML
ASML
+$337K
5
UBER icon
Uber
UBER
+$293K

Top Sells

1
+$3.8M
2
+$745K
3
+$318K
4
SYK icon
Stryker
SYK
+$271K
5
GE icon
GE Aerospace
GE
+$269K

Sector Composition

1 Technology 20.41%
2 Industrials 15.7%
3 Healthcare 13.96%
4 Financials 12.82%
5 Communication Services 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$568K 0.3%
3,255
77
$567K 0.3%
4,840
78
$565K 0.3%
1,157
-50
79
$541K 0.28%
925
-35
80
$537K 0.28%
5,600
+476
81
$532K 0.28%
4,285
+10
82
$514K 0.27%
6,195
83
$494K 0.26%
10,205
+225
84
$490K 0.26%
5,110
85
$464K 0.24%
9,170
86
$439K 0.23%
10,798
-3,202
87
$436K 0.23%
1,577
-300
88
$432K 0.23%
38,332
-7,900
89
$416K 0.22%
5,100
90
$404K 0.21%
2,465
-100
91
$401K 0.21%
1,068
-35
92
$389K 0.2%
3,207
-780
93
$382K 0.2%
6,101
-50
94
$376K 0.2%
20,956
-2,700
95
$373K 0.2%
8,580
-738
96
$366K 0.19%
20,140
-6,946
97
$354K 0.19%
671
-30
98
$341K 0.18%
805
99
$337K 0.18%
+405
100
$333K 0.18%
1,244
1 2 3
4
5