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
$133M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.41M
3
+$456K
4
WIX icon
WIX.com
WIX
+$430K
5
ENOV icon
Enovis
ENOV
+$291K

Top Sells

1
+$1.32M
2
+$734K
3
+$685K
4
GE icon
GE Aerospace
GE
+$511K
5
HXL icon
Hexcel
HXL
+$371K

Sector Composition

1 Technology 26.04%
2 Communication Services 16.65%
3 Healthcare 16.44%
4 Financials 12.66%
5 Industrials 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.71M 5.04%
30,158
-480
2
$6.03M 4.53%
181,933
+1,529
3
$4.4M 3.3%
17,942
+155
4
$4.23M 3.18%
80,661
+347
5
$3.75M 2.82%
19,047
-113
6
$3.67M 2.76%
41,860
+80
7
$3.61M 2.71%
32,959
8
$3.56M 2.67%
15,179
+205
9
$3.52M 2.65%
39,533
-1,692
10
$3.52M 2.64%
26,500
-408
11
$3.51M 2.64%
23,068
+190
12
$3.3M 2.48%
12,080
-327
13
$3.25M 2.45%
32,646
+525
14
$3.05M 2.29%
18,574
-170
15
$3.04M 2.28%
29,366
+68
16
$3.02M 2.27%
63,638
-3,578
17
$2.92M 2.19%
33,805
-370
18
$2.86M 2.15%
8,914
19
$2.56M 1.92%
29,220
-240
20
$2.42M 1.82%
13,347
+230
21
$2.41M 1.81%
28,703
-50
22
$2.24M 1.68%
16,984
-75
23
$2.24M 1.68%
62,189
+650
24
$2.18M 1.64%
17,163
-105
25
$2.06M 1.55%
85,716
+288
1
2 3 4