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
$183M
AUM Growth
+$6.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$2.18M
3
+$867K
4
LHX icon
L3Harris
LHX
+$583K
5
ALB icon
Albemarle
ALB
+$558K

Top Sells

1
+$1.79M
2
+$1.29M
3
+$858K
4
CMCSA icon
Comcast
CMCSA
+$856K
5
ADSK icon
Autodesk
ADSK
+$758K

Sector Composition

1 Technology 22.57%
2 Industrials 14.96%
3 Healthcare 14.32%
4 Financials 12.29%
5 Communication Services 11.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12M 6.55%
25,578
-339
2
$7.94M 4.35%
41,677
-403
3
$6.73M 3.69%
41,952
-11,175
4
$5.87M 3.22%
25,937
-369
5
$5.67M 3.1%
27,534
+423
6
$5.57M 3.05%
10,308
+107
7
$5.46M 2.99%
16,177
-213
8
$4.72M 2.59%
19,472
-208
9
$4.46M 2.45%
14,063
+437
10
$4.42M 2.42%
57,866
-485
11
$4.2M 2.3%
7,911
-135
12
$3.96M 2.17%
20,654
-370
13
$3.8M 2.08%
88,755
-1,260
14
$3.7M 2.03%
18,070
-45
15
$3.67M 2.01%
15,319
+17
16
$3.62M 1.98%
49,387
+322
17
$3.43M 1.88%
62,333
+7,428
18
$3.34M 1.83%
32,147
-833
19
$2.81M 1.54%
38,999
+3,819
20
$2.78M 1.52%
13,747
+55
21
$2.27M 1.24%
13,822
+190
22
$2.26M 1.24%
10,056
-110
23
$2.25M 1.23%
+12,784
24
$2.19M 1.2%
57,564
+317
25
$2.19M 1.2%
28,422
+405
1
2 3 4 5