TIA

Tandem Investment Advisors Portfolio holdings

AUM $2.93B
1-Year Est. Return 4.49%
This Quarter Est. Return
1 Year Est. Return
+4.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.43M
3
+$8.72M
4
ABT icon
Abbott
ABT
+$8.39M
5
BRO icon
Brown & Brown
BRO
+$8.38M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 25.56%
2 Industrials 18.78%
3 Consumer Staples 13.07%
4 Financials 11.93%
5 Technology 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.05M 1.95%
+77,354
27
$4.01M 1.93%
+334,881
28
$3.95M 1.9%
+260,435
29
$3.76M 1.82%
+90,774
30
$3.55M 1.71%
+54,418
31
$3.52M 1.7%
+66,913
32
$3.45M 1.66%
+45,010
33
$3.22M 1.55%
+83,502
34
$3.04M 1.47%
+13,108
35
$2.89M 1.4%
+65,479
36
$2.27M 1.09%
+65,197
37
$1.55M 0.75%
+11,022
38
$1.19M 0.57%
+17,816
39
$1.09M 0.52%
+7,237
40
$969K 0.47%
+52,215
41
$886K 0.43%
+15,812
42
$821K 0.4%
+17,334
43
$800K 0.39%
+8,866
44
$741K 0.36%
+15,104
45
$735K 0.35%
+10,870
46
$586K 0.28%
+22,176
47
$549K 0.26%
+6,000
48
$518K 0.25%
+11,011
49
$313K 0.15%
+6,251
50
$312K 0.15%
+7,042
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