TCM

Tandem Capital Management Portfolio holdings

AUM $215M
1-Year Est. Return 27.52%
This Quarter Est. Return
1 Year Est. Return
+27.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
-$7.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$992K
2
+$522K
3
+$301K
4
PYPL icon
PayPal
PYPL
+$281K
5
AVGO icon
Broadcom
AVGO
+$258K

Top Sells

1
+$1.07M
2
+$766K
3
+$710K
4
META icon
Meta Platforms (Facebook)
META
+$525K
5
IAC icon
IAC Inc
IAC
+$474K

Sector Composition

1 Technology 19.2%
2 Industrials 16.35%
3 Financials 14.92%
4 Healthcare 14.56%
5 Communication Services 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.06M 5.06%
24,139
-122
2
$7.86M 4.39%
39,282
-541
3
$6.14M 3.43%
39,673
-149
4
$5.65M 3.16%
162,351
5
$5.56M 3.11%
14,935
-49
6
$5.52M 3.08%
9,576
-911
7
$5.42M 3.03%
53,704
-842
8
$4.9M 2.74%
22,038
-3,196
9
$4.07M 2.27%
16,595
+42
10
$4.01M 2.24%
30,234
-115
11
$3.99M 2.23%
25,997
-980
12
$3.88M 2.17%
49,551
13
$3.74M 2.09%
13,772
+308
14
$3.46M 1.93%
26,150
+352
15
$3.44M 1.92%
59,675
-220
16
$3.43M 1.92%
11,235
-250
17
$3.39M 1.89%
13,662
-34
18
$3.28M 1.83%
7,548
-115
19
$3.24M 1.81%
44,439
-1,020
20
$3.08M 1.72%
19,724
21
$3.02M 1.69%
14,742
+30
22
$2.66M 1.49%
18,358
+20
23
$2.43M 1.36%
14,236
+421
24
$2.4M 1.34%
12,365
-320
25
$2.28M 1.27%
37,009
+310
1
2 3 4 5