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
$113M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.24M
3
+$622K
4
VTR icon
Ventas
VTR
+$355K
5
SMG icon
ScottsMiracle-Gro
SMG
+$235K

Top Sells

1
+$498K
2
+$399K
3
+$225K
4
GE icon
GE Aerospace
GE
+$180K
5
HXL icon
Hexcel
HXL
+$154K

Sector Composition

1 Technology 25.14%
2 Healthcare 17.61%
3 Communication Services 15.93%
4 Industrials 12.36%
5 Financials 11.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.44M 5.69%
30,638
-542
2
$4.79M 4.23%
180,404
-2,474
3
$3.71M 3.28%
80,314
-1,160
4
$3.71M 3.27%
17,787
-92
5
$3.66M 3.23%
19,160
-119
6
$3.59M 3.17%
32,959
-400
7
$3.25M 2.87%
12,407
-95
8
$3.23M 2.85%
32,121
-384
9
$3.12M 2.75%
26,908
+292
10
$3.06M 2.7%
41,780
-260
11
$2.95M 2.61%
14,974
-10
12
$2.69M 2.38%
22,878
-35
13
$2.68M 2.36%
18,744
-140
14
$2.67M 2.36%
41,225
-495
15
$2.67M 2.36%
67,216
-620
16
$2.39M 2.11%
8,914
+50
17
$2.35M 2.08%
61,539
-300
18
$2.17M 1.91%
29,460
+540
19
$2.03M 1.79%
34,175
-200
20
$1.92M 1.69%
29,298
+19,942
21
$1.91M 1.68%
45,743
+1,323
22
$1.87M 1.65%
9,514
23
$1.8M 1.59%
56,784
-389
24
$1.8M 1.59%
28,202
+1,040
25
$1.79M 1.58%
12,892
+118
1
2 3 4