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
$88.8M
AUM Growth
-$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$1.08M
2 +$867K
3 +$509K
4
BA icon
Boeing
BA
+$325K
5
BEP icon
Brookfield Renewable
BEP
+$271K

Top Sells

1 +$2.26M
2 +$1.31M
3 +$1.19M
4
ALXN
Alexion Pharmaceuticals
ALXN
+$1.19M
5
GLW icon
Corning
GLW
+$555K

Sector Composition

1 Technology 25.62%
2 Healthcare 18.29%
3 Communication Services 14.2%
4 Industrials 13.53%
5 Financials 12.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$5.53M 6.23%
35,065
+202
2
$4.76M 5.36%
200,930
-1,528
3
$3.31M 3.72%
19,849
+253
4
$3.06M 3.44%
88,874
+1,440
5
$2.93M 3.3%
37,114
-3,140
6
$2.79M 3.14%
34,754
-955
7
$2.67M 3.01%
46,040
+1,700
8
$2.66M 3%
21,682
+614
9
$2.24M 2.52%
13,441
+180
10
$2.23M 2.51%
9,808
+160
11
$2.22M 2.5%
68,099
+2,020
12
$2.1M 2.37%
21,067
+888
13
$1.88M 2.12%
32,320
+260
14
$1.81M 2.04%
28,448
+3,884
15
$1.75M 1.98%
38,305
-250
16
$1.73M 1.95%
25,583
+650
17
$1.69M 1.91%
14,101
18
$1.69M 1.9%
11,340
+2,181
19
$1.65M 1.86%
73,058
+8,000
20
$1.62M 1.82%
17,978
+190
21
$1.58M 1.78%
16,477
+700
22
$1.53M 1.73%
61,670
+1,200
23
$1.5M 1.69%
35,583
+600
24
$1.5M 1.69%
10,617
+240
25
$1.48M 1.67%
90,892
+10,789