TF

Tandem Financial Portfolio holdings

AUM $106M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$8.44M
2
+$4.2M
3
+$3.41M
4
XSW icon
SPDR S&P Software & Services ETF
XSW
+$2.39M
5
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$1.82M

Top Sells

1
+$3.7M
2
+$3.31M
3
+$2.79M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$2.39M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$2.15M

Sector Composition

1 Technology 5%
2 Industrials 4.79%
3 Consumer Staples 3.44%
4 Materials 2.29%
5 Communication Services 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SKM icon
51
SK Telecom
SKM
$8.27B
– –
-9,712
URA icon
52
Global X Uranium ETF
URA
$5.61B
– –
-46,373
VWO icon
53
Vanguard FTSE Emerging Markets ETF
VWO
$103B
– –
-12,283
YOTAR
54
DELISTED
Yotta Acquisition Corporation Right
YOTAR
– –
-40,000
1 2
3