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TF
Tandem Financial Portfolio holdings
AUM
$296M
1-Year Est. Return
25.09%
This Fund
S&P 500
1 Year Est. Return
+25.09%
AUM
$296M
AUM Growth
+$213M
(+257%)
Holding
102
Top Buys
| 1 | +$44.1M | |
| 2 | +$23.7M | |
| 3 | +$13.8M | |
| 4 |
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
|
+$12.7M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$12.6M |
Top Sells
| 1 | +$5.49M | |
| 2 | +$5.06M | |
| 3 | +$3.86M | |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
+$3.82M |
| 5 |
Vanguard Small-Cap Growth ETF
VBK
|
+$3.06M |
Sector Composition
| 1 | Technology | 2.19% |
| 2 | Industrials | 2.14% |
| 3 | Materials | 1.25% |
| 4 | Consumer Staples | 1.12% |
| 5 | Communication Services | 0.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Global X Uranium ETF
URA
$6.54B
| – | – |
-47,373
|
|
||
102
State Street Energy Select Sector SPDR ETF
XLE
$37.1B
| – | – |
0
|
|