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
$176M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$858K
2
+$714K
3
+$497K
4
BABA icon
Alibaba
BABA
+$437K
5
IAC icon
IAC Inc
IAC
+$418K

Top Sells

1
+$792K
2
+$575K
3
+$338K
4
RTX icon
RTX Corp
RTX
+$300K
5
VLTO icon
Veralto
VLTO
+$290K

Sector Composition

1 Technology 20.61%
2 Healthcare 15.95%
3 Industrials 15.52%
4 Financials 12.78%
5 Communication Services 10.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.9M 6.19%
25,917
-3
2
$7.44M 4.22%
53,127
-582
3
$6.35M 3.6%
42,080
+158
4
$5.87M 3.33%
16,390
-405
5
$4.95M 2.81%
10,201
-13
6
$4.59M 2.6%
27,111
+457
7
$4.51M 2.56%
26,306
-666
8
$4.26M 2.42%
13,626
+18
9
$4.17M 2.37%
8,046
-92
10
$4.06M 2.3%
19,680
-254
11
$4M 2.27%
58,351
-125
12
$3.82M 2.17%
15,302
+65
13
$3.75M 2.13%
32,980
+41
14
$3.74M 2.12%
90,015
15
$3.63M 2.06%
18,115
-135
16
$3.55M 2.01%
49,065
+3,974
17
$3.2M 1.82%
21,024
-292
18
$3.03M 1.72%
54,905
+12,955
19
$2.67M 1.52%
13,692
+505
20
$2.55M 1.44%
28,017
-21
21
$2.53M 1.44%
19,427
-790
22
$2.5M 1.42%
57,247
+9,560
23
$2.5M 1.42%
10,166
-6
24
$2.49M 1.41%
35,180
+3,515
25
$2.4M 1.36%
13,305
1
2 3 4 5