TCM
Tandem Capital Management Portfolio holdings
AUM
$198M
1-Year Est. Return
26.51%
1 Year Est. Return
+26.51%
AUM
$179M
AUM Growth
-$7.84M
(-4.2%)
Holding
117
Top Buys
| 1 | +$992K | |
| 2 | +$522K | |
| 3 | +$301K | |
| 4 |
PayPal
PYPL
|
+$281K |
| 5 |
Broadcom
AVGO
|
+$258K |
Top Sells
| 1 | +$1.07M | |
| 2 | +$766K | |
| 3 | +$710K | |
| 4 |
Meta Platforms (Facebook)
META
|
+$525K |
| 5 |
IAC Inc
IAC
|
+$474K |
Sector Composition
| 1 | Technology | 19.2% |
| 2 | Industrials | 16.35% |
| 3 | Financials | 14.78% |
| 4 | Healthcare | 14.56% |
| 5 | Communication Services | 9.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.76T
| $9.06M | 5.06% |
24,139
-122
|
|
||
2
GE Aerospace
GE
$329B
| $7.86M | 4.39% |
39,282
-541
|
|
||
3
Alphabet (Google) Class A
GOOGL
$3.5T
| $6.14M | 3.43% |
39,673
-149
|
|
||
|
BNT
4
Brookfield Wealth Solutions
BNT
$14B
| $5.65M | 3.16% |
108,234
|
|
||
5
Stryker
SYK
$136B
| $5.56M | 3.11% |
14,935
-49
|
|
||
|
6
Meta Platforms (Facebook)
META
$1.59T
| $5.52M | 3.08% |
9,576
-911
|
|
||
7
Boston Scientific
BSX
$150B
| $5.42M | 3.03% |
53,704
-842
|
|
||
8
Apple
AAPL
$3.98T
| $4.9M | 2.74% |
22,038
-3,196
|
|
||
9
JPMorgan Chase
JPM
$863B
| $4.07M | 2.27% |
16,595
+42
|
|
||
10
Abbott
ABT
$219B
| $4.01M | 2.24% |
30,234
-115
|
|
||
11
Qualcomm
QCOM
$184B
| $3.99M | 2.23% |
25,997
-980
|
|
||
12
Charles Schwab
SCHW
$173B
| $3.88M | 2.17% |
49,551
|
|
||
13
Eaton
ETN
$147B
| $3.74M | 2.09% |
13,772
+308
|
|
||
14
Alibaba
BABA
$396B
| $3.46M | 1.93% |
26,150
+352
|
|
||
15
SL Green Realty
SLG
$3.58B
| $3.44M | 1.92% |
59,675
-220
|
|
||
16
GE Vernova
GEV
$157B
| $3.43M | 1.92% |
11,235
-250
|
|
||
17
Jones Lang LaSalle
JLL
$14.1B
| $3.39M | 1.89% |
13,662
-34
|
|
||
18
Elevance Health
ELV
$67.5B
| $3.28M | 1.83% |
7,548
-115
|
|
||
19
Uber
UBER
$196B
| $3.24M | 1.81% |
44,439
-1,020
|
|
||
|
20
Alphabet (Google) Class C
GOOG
$3.51T
| $3.08M | 1.72% |
19,724
|
|
||
21
Danaher
DHR
$149B
| $3.02M | 1.69% |
14,742
+30
|
|
||
22
Applied Materials
AMAT
$187B
| $2.66M | 1.49% |
18,358
+20
|
|
||
23
Boeing
BA
$148B
| $2.43M | 1.36% |
14,236
+421
|
|
||
24
Vanguard Dividend Appreciation ETF
VIG
$98.6B
| $2.4M | 1.34% |
12,365
-320
|
|
||
25
Marvell Technology
MRVL
$80.4B
| $2.28M | 1.27% |
37,009
+310
|
|