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
101
$260K 0.15%
2,530
+65
102
$248K 0.14%
8,100
103
$245K 0.14%
2,012
104
$228K 0.13%
449
-8
105
$226K 0.13%
725
106
$223K 0.12%
16,213
-300
107
$222K 0.12%
+4,600
108
$213K 0.12%
389
109
$212K 0.12%
505
110
$206K 0.11%
+2,235
111
$205K 0.11%
3,301
-3,050
112
$201K 0.11%
+1,514
113
$8.91K 0.01%
1,550
114
– –
-20,404
115
– –
-18,890
116
– –
-3,710
117
– –
-1,840
1 2 3 4
5