TCM

Tandem Capital Management Portfolio holdings

AUM $220M
1-Year Est. Return 29.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$8.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.7M
3
+$1.38M
4
GE icon
GE Aerospace
GE
+$1.36M
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$534K

Top Sells

1
+$1.18M
2
+$762K
3
+$666K
4
TY icon
TRI-Continental Corp
TY
+$598K
5
AIMC
Altra Industrial Motion Corp
AIMC
+$450K

Sector Composition

1 Technology 20.43%
2 Healthcare 20.17%
3 Industrials 13.42%
4 Financials 12.05%
5 Communication Services 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-22,700
1 2 3 4
5