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
$307M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$6.06M
2
+$5.91M
3
+$5.83M
4
TJX icon
TJX Companies
TJX
+$3.91M
5
TSCO icon
Tractor Supply
TSCO
+$3.32M

Top Sells

1
+$12.8M
2
+$5.24M
3
+$2.93M
4
BF.B icon
Brown-Forman Class B
BF.B
+$2.12M
5
ACN icon
Accenture
ACN
+$1.88M

Sector Composition

1 Healthcare 27.46%
2 Consumer Staples 16.46%
3 Financials 15.71%
4 Industrials 11.26%
5 Consumer Discretionary 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.96M 2.59%
58,108
+658
27
$7.12M 2.32%
99,183
+4,942
28
$6.27M 2.04%
79,181
+2,374
29
$6.03M 1.96%
39,273
-12,233
30
$5.61M 1.83%
137,360
-604
31
$1.36M 0.44%
9,607
+719
32
$1.21M 0.39%
73,110
+6,630
33
$664K 0.22%
8,749
+1,555
34
$654K 0.21%
12,629
-2,146
35
$639K 0.21%
11,481
-4,558
36
$624K 0.2%
8,357
+23
37
$606K 0.2%
9,728
-545
38
$573K 0.19%
7,042
-64,453
39
$544K 0.18%
8,197
-3,333
40
$544K 0.18%
5,235
+223
41
$429K 0.14%
3,347
-136
42
$418K 0.14%
3,797
-814
43
$412K 0.13%
18,816
-2,016
44
$381K 0.12%
9,474
+844
45
$376K 0.12%
3,963
+564
46
$359K 0.12%
3,615
-1,068
47
$348K 0.11%
18,726
-12,615
48
$287K 0.09%
5,512
-2,052
49
$285K 0.09%
6,796
+708
50
$281K 0.09%
3,944
+72
1
2
3