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
$125M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$297K
2
+$212K
3
+$202K
4
IAC icon
IAC Inc
IAC
+$166K
5
SHEL icon
Shell
SHEL
+$107K

Top Sells

1
+$1.37M
2
+$256K
3
+$213K
4
SIXG
Defiance Connective Technologies ETF
SIXG
+$206K
5
MRVL icon
Marvell Technology
MRVL
+$129K

Sector Composition

1 Technology 21.59%
2 Healthcare 18.3%
3 Financials 12.61%
4 Communication Services 12.45%
5 Industrials 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.32M 5.86%
28,484
-90
2
$6.54M 5.24%
181,843
+767
3
$4.61M 3.69%
42,280
4
$4.38M 3.51%
9,075
5
$4.29M 3.43%
19,074
+46
6
$3.97M 3.18%
29,053
+2,170
7
$3.69M 2.95%
18,534
+147
8
$3.57M 2.86%
32,867
+20
9
$3.48M 2.79%
27,258
+150
10
$3.25M 2.61%
82,944
+300
11
$2.96M 2.37%
19,256
12
$2.76M 2.21%
25,200
-280
13
$2.55M 2.04%
21,683
-11,614
14
$2.48M 1.99%
57,078
-2,960
15
$2.42M 1.94%
47,130
+310
16
$2.4M 1.92%
17,639
17
$2.32M 1.86%
62,254
18
$2.25M 1.8%
13,510
-35
19
$2.17M 1.74%
56,751
-3
20
$2.16M 1.73%
19,201
+100
21
$2.15M 1.72%
13,318
22
$2.12M 1.7%
25,019
23
$2.07M 1.66%
9,714
+120
24
$1.99M 1.59%
21,815
+175
25
$1.93M 1.55%
31,009
+2,657
1
2 3 4