TCM
Tandem Capital Management Portfolio holdings
AUM
$198M
This Quarter Return
+8.12%
1 Year Return
+26.32%
3 Year Return
+93.07%
5 Year Return
+152.24%
10 Year Return
–
AUM
$190M
AUM Growth
+$190M
(+4%)
Cap. Flow
-$1.12M
Cap. Flow
% of AUM
-0.59%
Top 10 Holdings %
Top 10 Hldgs %
32.7%
Holding
118
New
6
Increased
27
Reduced
61
Closed
3
Top Buys
| 1 |
BNT
Brookfield Wealth Solutions Ltd.
BNT
|
$4.68M |
| 2 |
Schlumberger
SLB
|
$1.49M |
| 3 |
Alibaba
BABA
|
$748K |
| 4 |
ASML
ASML
|
$337K |
| 5 |
Uber
UBER
|
$293K |
Top Sells
| 1 |
BNRE.A
Brookfield Reinsurance Ltd. Class A-1 Exchangeable Non-Voting Shares
BNRE.A
|
$3.8M |
| 2 |
UnitedHealth
UNH
|
$745K |
| 3 |
Air Products & Chemicals
APD
|
$318K |
| 4 |
Stryker
SYK
|
$271K |
| 5 |
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% |
