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
$252M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$9.03M
2
+$3M
3
+$1.82M
4
RSG icon
Republic Services
RSG
+$1.76M
5
BRO icon
Brown & Brown
BRO
+$1.06M

Top Sells

1
+$1.72M
2
+$1.66M
3
+$1.39M
4
ATR icon
AptarGroup
ATR
+$1.22M
5
TMO icon
Thermo Fisher Scientific
TMO
+$623K

Sector Composition

1 Healthcare 24.27%
2 Industrials 16.12%
3 Financials 16.06%
4 Consumer Staples 14.27%
5 Consumer Discretionary 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.9M 1.95%
452,185
+36,735
27
$4.73M 1.88%
70,569
+3,222
28
$4.72M 1.87%
130,726
+12,074
29
$4.49M 1.78%
100,137
+501
30
$3.97M 1.58%
51,847
+3,596
31
$3.81M 1.51%
81,180
+5,837
32
$2.52M 1%
73,813
+3,248
33
$1.82M 0.72%
+25,195
34
$1.81M 0.72%
45,164
-42,835
35
$1.48M 0.59%
10,326
+2,534
36
$1.31M 0.52%
21,755
+2,065
37
$1.29M 0.51%
7,170
-7,685
38
$1.29M 0.51%
19,434
+883
39
$1.25M 0.5%
14,371
-14,048
40
$1.15M 0.46%
17,359
+419
41
$934K 0.37%
64,020
+1,995
42
$804K 0.32%
12,683
-1,845
43
$769K 0.31%
10,323
+740
44
$649K 0.26%
8,041
+402
45
$601K 0.24%
5,121
+744
46
$505K 0.2%
+5,981
47
$422K 0.17%
20,832
48
$354K 0.14%
6,590
-108
49
$350K 0.14%
10,013
+1,385
50
$349K 0.14%
8,078
+1,168
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