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
$161M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$897K
3
+$660K
4
BABA icon
Alibaba
BABA
+$612K
5
SLG icon
SL Green Realty
SLG
+$483K

Top Sells

1
+$3.68M
2
+$2.99M
3
+$1.22M
4
DHR icon
Danaher
DHR
+$524K
5
RVTY icon
Revvity
RVTY
+$390K

Sector Composition

1 Technology 19.68%
2 Healthcare 15.99%
3 Industrials 15.14%
4 Financials 12.66%
5 Communication Services 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.75M 6.05%
25,920
-764
2
$5.86M 3.63%
41,922
+2,101
3
$5.47M 3.4%
53,709
-937
4
$5.19M 3.22%
26,972
-855
5
$5.03M 3.12%
16,795
-589
6
$3.85M 2.39%
26,654
-868
7
$3.84M 2.38%
8,138
-376
8
$3.63M 2.25%
32,939
-313
9
$3.62M 2.24%
10,214
-120
10
$3.6M 2.23%
+90,015
11
$3.52M 2.19%
15,237
-2,266
12
$3.38M 2.1%
58,476
-1,400
13
$3.28M 2.03%
13,608
-317
14
$3.23M 2.01%
19,934
-1,353
15
$3.1M 1.93%
18,250
-650
16
$3.1M 1.93%
45,091
+6,833
17
$3M 1.86%
21,316
-858
18
$2.69M 1.67%
20,217
-277
19
$2.5M 1.55%
10,172
-256
20
$2.49M 1.55%
13,187
-14
21
$2.29M 1.42%
45,927
-655
22
$2.26M 1.4%
51,608
-1,400
23
$2.23M 1.38%
13,125
+135
24
$2.17M 1.35%
28,038
-314
25
$2.05M 1.27%
47,687
+3,336
1
2 3 4 5