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
$187M
AUM Growth
-$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$965K
3
+$702K
4
UBER icon
Uber
UBER
+$654K
5
ASML icon
ASML
ASML
+$347K

Top Sells

1
+$600K
2
+$585K
3
+$389K
4
UNP icon
Union Pacific
UNP
+$382K
5
IART icon
Integra LifeSciences
IART
+$366K

Sector Composition

1 Technology 21.1%
2 Industrials 15.39%
3 Financials 14.14%
4 Healthcare 12.79%
5 Communication Services 10.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.2M 5.47%
24,261
-813
2
$7.54M 4.04%
39,822
-670
3
$6.64M 3.56%
39,823
-704
4
$6.32M 3.38%
25,234
-327
5
$6.22M 3.33%
108,234
-320
6
$6.14M 3.29%
10,487
+90
7
$5.39M 2.89%
14,984
-444
8
$4.87M 2.61%
54,546
-605
9
$4.47M 2.39%
13,464
-10
10
$4.14M 2.22%
26,977
-171
11
$4.07M 2.18%
59,895
-1,670
12
$4.05M 2.17%
36,699
-1,341
13
$3.97M 2.12%
16,553
-517
14
$3.78M 2.02%
11,485
-246
15
$3.76M 2.01%
19,724
-540
16
$3.67M 1.96%
49,551
+14
17
$3.47M 1.86%
13,696
+99
18
$3.43M 1.84%
30,349
-720
19
$3.38M 1.81%
14,712
-80
20
$2.98M 1.6%
18,338
-190
21
$2.83M 1.51%
7,663
-18
22
$2.74M 1.47%
45,459
+10,850
23
$2.48M 1.33%
12,685
+987
24
$2.45M 1.31%
13,815
+5,451
25
$2.27M 1.22%
39,569
-2,817
1
2 3 4 5