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
$145M
AUM Growth
-$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$1.54M
2 +$1.33M
3 +$1M
4
BBUC
Brookfield Business Corp
BBUC
+$922K
5
WSM icon
Williams-Sonoma
WSM
+$553K

Top Sells

1 +$2.97M
2 +$2.24M
3 +$2.19M
4
DIS icon
Walt Disney
DIS
+$2.1M
5
SMG icon
ScottsMiracle-Gro
SMG
+$1.01M

Sector Composition

1 Technology 21.15%
2 Healthcare 17.34%
3 Financials 12.51%
4 Communication Services 11.98%
5 Industrials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-6,250
102
-846
103
-1,925
104
-3,840