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
$327M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$1.59M
3
+$1.52M
4
CTSH icon
Cognizant
CTSH
+$1.41M
5
CELG
Celgene Corp
CELG
+$921K

Top Sells

1
+$2.19M
2
+$1.76M
3
+$639K
4
COST icon
Costco
COST
+$313K
5
NKE icon
Nike
NKE
+$195K

Sector Composition

1 Healthcare 27.18%
2 Consumer Staples 15.63%
3 Financials 15.45%
4 Industrials 11.34%
5 Consumer Discretionary 11.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.22M 2.21%
147,375
-44,640
27
$6.39M 1.95%
45,531
-12,577
28
$6.35M 1.94%
80,651
+1,470
29
$6.33M 1.93%
38,684
-589
30
$5.95M 1.82%
142,460
+5,100
31
$1.45M 0.44%
11,334
+1,727
32
$1.3M 0.4%
71,580
-1,530
33
$921K 0.28%
+11,600
34
$826K 0.25%
12,425
-204
35
$782K 0.24%
9,451
+1,094
36
$727K 0.22%
8,726
-23
37
$682K 0.21%
6,920
-122
38
$634K 0.19%
8,197
39
$565K 0.17%
5,247
+12
40
$558K 0.17%
9,828
+100
41
$444K 0.14%
18,816
42
$443K 0.14%
3,654
+307
43
$390K 0.12%
3,747
-50
44
$389K 0.12%
18,306
-420
45
$350K 0.11%
7,568
+772
46
$348K 0.11%
6,891
+1,379
47
$338K 0.1%
9,327
-147
48
$335K 0.1%
3,939
-24
49
$310K 0.09%
3,836
+221
50
$293K 0.09%
3,948
+4
1
2
3