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
$145M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$990K
3
+$621K
4
VRSK icon
Verisk Analytics
VRSK
+$423K
5
TY icon
TRI-Continental Corp
TY
+$408K

Top Sells

1
+$1.84M
2
+$1.7M
3
+$420K
4
AZN icon
AstraZeneca
AZN
+$253K
5
VNT icon
Vontier
VNT
+$250K

Sector Composition

1 Technology 24.73%
2 Healthcare 15.7%
3 Communication Services 15.57%
4 Financials 12.95%
5 Industrials 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.1M 4.91%
30,116
-42
2
$6.54M 4.52%
182,918
+985
3
$4.42M 3.05%
81,593
+932
4
$4.34M 3%
17,817
-125
5
$4.32M 2.99%
41,860
6
$3.95M 2.73%
32,959
7
$3.91M 2.7%
39,438
-95
8
$3.83M 2.65%
19,194
+147
9
$3.73M 2.58%
15,367
+188
10
$3.58M 2.48%
12,152
+72
11
$3.54M 2.45%
18,734
+160
12
$3.52M 2.44%
29,848
+482
13
$3.47M 2.4%
32,706
+60
14
$3.42M 2.37%
25,829
+2,761
15
$3.28M 2.27%
26,840
+340
16
$3.25M 2.25%
66,348
+2,710
17
$3.22M 2.22%
8,960
+46
18
$3.01M 2.08%
29,100
-120
19
$2.82M 1.95%
21,083
-12,722
20
$2.62M 1.81%
17,223
+60
21
$2.6M 1.8%
45,191
+6,795
22
$2.52M 1.74%
16,984
23
$2.5M 1.73%
13,530
+183
24
$2.39M 1.65%
44,799
+11,642
25
$2.38M 1.65%
61,639
-550
1
2 3 4