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
$190M
AUM Growth
+$7.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$1.49M
3
+$748K
4
ASML icon
ASML
ASML
+$337K
5
UBER icon
Uber
UBER
+$293K

Top Sells

1
+$3.8M
2
+$745K
3
+$318K
4
SYK icon
Stryker
SYK
+$271K
5
GE icon
GE Aerospace
GE
+$269K

Sector Composition

1 Technology 20.41%
2 Industrials 15.7%
3 Healthcare 13.96%
4 Financials 12.82%
5 Communication Services 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.8M 5.68%
25,074
-504
2
$7.64M 4.02%
40,527
-1,425
3
$6.72M 3.54%
40,492
-1,185
4
$5.96M 3.14%
25,561
-376
5
$5.95M 3.13%
10,397
+89
6
$5.77M 3.04%
108,554
+88,055
7
$5.57M 2.94%
15,428
-749
8
$4.62M 2.43%
55,151
-2,715
9
$4.62M 2.43%
27,148
-386
10
$4.47M 2.35%
13,474
-589
11
$4.29M 2.26%
61,565
-768
12
$4.11M 2.17%
14,792
-527
13
$3.99M 2.1%
7,681
-230
14
$3.74M 1.97%
18,528
-944
15
$3.67M 1.93%
13,597
-150
16
$3.6M 1.9%
17,070
-1,000
17
$3.54M 1.87%
31,069
-1,078
18
$3.39M 1.78%
20,264
-390
19
$3.21M 1.69%
49,537
+150
20
$2.99M 1.58%
11,731
-1,053
21
$2.74M 1.44%
38,040
-959
22
$2.68M 1.41%
25,268
+7,051
23
$2.64M 1.39%
28,092
-330
24
$2.6M 1.37%
34,609
+3,904
25
$2.42M 1.28%
54,906
-2,658
1
2 3 4 5