TF

Tandem Financial Portfolio holdings

AUM $82.8M
1-Year Est. Return 28.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92.7M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$8.93M
2
+$8.62M
3
+$7.32M
4
KNG icon
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
+$7.08M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$7.07M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 6.34%
2 Technology 3.59%
3 Consumer Staples 3.5%
4 Energy 1.36%
5 Materials 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$698K 0.75%
+44,774
27
$687K 0.74%
+12,884
28
$644K 0.69%
+13,363
29
$603K 0.65%
+3,167
30
$595K 0.64%
+4,433
31
$559K 0.6%
+32,423
32
$537K 0.58%
+12,182
33
$425K 0.46%
+1,936
34
$422K 0.46%
+3,923
35
$414K 0.45%
+2,482
36
$413K 0.45%
+12,897
37
$358K 0.39%
+5,179
38
$327K 0.35%
+17,254
39
$274K 0.3%
+3,139
40
$267K 0.29%
+4,542
41
$256K 0.28%
+2,177
42
$228K 0.25%
+6,139
43
$220K 0.24%
+374
44
$216K 0.23%
+476
45
$204K 0.22%
+1,411
46
$204K 0.22%
+9,712
47
$202K 0.22%
+220
48
$189K 0.2%
+2,083
49
$145K 0.16%
+5,568
50
$126K 0.14%
+2,479
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