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
$183M
AUM Growth
+$6.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$2.18M
3
+$867K
4
LHX icon
L3Harris
LHX
+$583K
5
ALB icon
Albemarle
ALB
+$558K

Top Sells

1
+$1.79M
2
+$1.29M
3
+$858K
4
CMCSA icon
Comcast
CMCSA
+$856K
5
ADSK icon
Autodesk
ADSK
+$758K

Sector Composition

1 Technology 22.57%
2 Industrials 14.96%
3 Healthcare 14.32%
4 Financials 12.29%
5 Communication Services 11.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$283K 0.16%
3,390
-70
102
$282K 0.15%
+4,712
103
$268K 0.15%
20,895
+300
104
$254K 0.14%
8,100
105
$237K 0.13%
511
106
$223K 0.12%
1,840
+130
107
$215K 0.12%
+475
108
$211K 0.12%
+4,750
109
$211K 0.12%
5,935
-110
110
$200K 0.11%
1,610
-3,685
111
$142K 0.08%
12,009
-830
112
$7.08K ﹤0.01%
1,550
113
– –
-1,700
114
– –
-2,909
115
– –
-3,135
116
– –
-1,059
117
– –
-1,375
1 2 3 4
5