TCM
Tandem Capital Management Portfolio holdings
AUM
$198M
1-Year Est. Return
26.51%
1 Year Est. Return
+26.51%
AUM
$179M
AUM Growth
-$7.84M
(-4.2%)
Holding
117
Top Buys
| 1 | +$992K | |
| 2 | +$522K | |
| 3 | +$301K | |
| 4 |
PayPal
PYPL
|
+$281K |
| 5 |
Broadcom
AVGO
|
+$258K |
Top Sells
| 1 | +$1.07M | |
| 2 | +$766K | |
| 3 | +$710K | |
| 4 |
Meta Platforms (Facebook)
META
|
+$525K |
| 5 |
IAC Inc
IAC
|
+$474K |
Sector Composition
| 1 | Technology | 19.2% |
| 2 | Industrials | 16.35% |
| 3 | Financials | 14.78% |
| 4 | Healthcare | 14.56% |
| 5 | Communication Services | 9.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Advanced Micro Devices
AMD
$397B
| $260K | 0.15% |
2,530
+65
|
|
||
102
TRI-Continental Corp
TY
$1.77B
| $248K | 0.14% |
8,100
|
|
||
103
iShares Core S&P Total US Stock Market ETF
ITOT
$79.4B
| $245K | 0.14% |
2,012
|
|
||
104
S&P Global
SPGI
$150B
| $228K | 0.13% |
449
-8
|
|
||
105
McDonald's
MCD
$213B
| $226K | 0.13% |
725
|
|
||
106
XP
XP
$9.8B
| $223K | 0.12% |
16,213
-300
|
|
||
107
Newmont
NEM
$96.3B
| $222K | 0.12% |
+4,600
|
|
||
108
Mastercard
MA
$496B
| $213K | 0.12% |
389
|
|
||
109
SPDR Dow Jones Industrial Average ETF Trust
DIA
$40.4B
| $212K | 0.12% |
505
|
|
||
110
Southern Company
SO
$101B
| $206K | 0.11% |
+2,235
|
|
||
111
Enphase Energy
ENPH
$4.3B
| $205K | 0.11% |
3,301
-3,050
|
|
||
112
RTX Corp
RTX
$237B
| $201K | 0.11% |
+1,514
|
|
||
113
Unicycive Therapeutics
UNCY
$81.6M
| $8.91K | 0.01% |
1,550
|
|
||
114
Comcast
CMCSA
$99.7B
| – | – |
-20,404
|
|
||
115
Ford
F
$52.6B
| – | – |
-18,890
|
|
||
116
ON Semiconductor
ON
$19.6B
| – | – |
-3,710
|
|
||
117
Industrial Select Sector SPDR Fund
XLI
$23.8B
| – | – |
-1,840
|
|