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TF

Tandem Financial Portfolio holdings

AUM $296M
1-Year Est. Return 25.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$269M
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$50.9M
2
+$21.2M
3
+$7.18M
4
CLOI icon
VanEck CLO ETF
CLOI
+$5.81M
5
ILCV icon
iShares Morningstar Value ETF
ILCV
+$5.68M

Top Sells

1
+$917K
2
+$368K
3
+$325K
4
PM icon
Philip Morris
PM
+$252K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$145K

Sector Composition

1 Technology 2.42%
2 Industrials 1.95%
3 Materials 1.57%
4 Consumer Staples 1.17%
5 Communication Services 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$326K 0.12%
+11,213
77
$322K 0.12%
+1,064
78
$276K 0.1%
+11,967
79
$253K 0.09%
+1,205
80
$238K 0.09%
257
+39
81
$234K 0.09%
+1,801
82
$219K 0.08%
+1,179
83
$217K 0.08%
2,429
-135
84
$217K 0.08%
1,575
85
$216K 0.08%
+12,371
86
$215K 0.08%
2,083
87
$204K 0.08%
+7,623
88
$201K 0.07%
+608
1 2 3
4