TCM

Tandem Capital Management Portfolio holdings

AUM $215M
1-Year Est. Return 27.52%
This Quarter Est. Return
1 Year Est. Return
+27.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
-$7.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$992K
2
+$522K
3
+$301K
4
PYPL icon
PayPal
PYPL
+$281K
5
AVGO icon
Broadcom
AVGO
+$258K

Top Sells

1
+$1.07M
2
+$766K
3
+$710K
4
META icon
Meta Platforms (Facebook)
META
+$525K
5
IAC icon
IAC Inc
IAC
+$474K

Sector Composition

1 Technology 19.2%
2 Industrials 16.35%
3 Financials 14.92%
4 Healthcare 14.56%
5 Communication Services 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$522K 0.29%
19,050
-2,860
77
$514K 0.29%
7,143
-1,618
78
$507K 0.28%
4,840
79
$475K 0.27%
9,575
+105
80
$466K 0.26%
5,795
81
$465K 0.26%
1,521
82
$464K 0.26%
28,594
-8,068
83
$463K 0.26%
10,453
84
$425K 0.24%
4,870
+40
85
$418K 0.23%
935
86
$415K 0.23%
2,480
+1,540
87
$393K 0.22%
1,088
88
$386K 0.22%
1,310
89
$371K 0.21%
6,011
90
$371K 0.21%
5,100
91
$370K 0.21%
1,244
92
$370K 0.21%
80,530
-9,800
93
$345K 0.19%
671
94
$339K 0.19%
32,362
-4,640
95
$301K 0.17%
+11,110
96
$301K 0.17%
1,766
97
$290K 0.16%
8,011
98
$283K 0.16%
603
-554
99
$282K 0.16%
3,110
100
$260K 0.15%
476
+25
1 2 3
4
5