TCM
Tandem Capital Management Portfolio holdings
AUM
$198M
1-Year Return
26.32%
This Quarter Return
+1.07%
1 Year Return
+26.32%
3 Year Return
+93.07%
5 Year Return
+152.24%
10 Year Return
–
AUM
$187M
AUM Growth
-$3.11M
(-1.6%)
Cap. Flow
-$1.42M
Cap. Flow
% of AUM
-0.76%
Top 10 Holdings %
Top 10 Hldgs %
33.17%
Holding
119
New
4
Increased
32
Reduced
58
Closed
7
Top Buys
| 1 |
CVS Health
CVS
|
$1M |
| 2 |
Boeing
BA
|
$965K |
| 3 |
Salesforce
CRM
|
$702K |
| 4 |
Uber
UBER
|
$654K |
| 5 |
ASML
ASML
|
$347K |
Top Sells
| 1 |
FedEx
FDX
|
$600K |
| 2 |
UnitedHealth
UNH
|
$585K |
| 3 |
RTX Corp
RTX
|
$389K |
| 4 |
Union Pacific
UNP
|
$382K |
| 5 |
Integra LifeSciences
IART
|
$366K |
Sector Composition
| 1 | Technology | 21.1% |
| 2 | Industrials | 15.39% |
| 3 | Financials | 14.14% |
| 4 | Healthcare | 12.79% |
| 5 | Communication Services | 10.77% |
