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
$365M
AUM Growth
+$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$990K
3
+$900K
4
ICE icon
Intercontinental Exchange
ICE
+$822K
5
EXPD icon
Expeditors International
EXPD
+$804K

Top Sells

1
+$2.34M
2
+$1.2M
3
+$253K
4
BDX icon
Becton Dickinson
BDX
+$227K
5
FDS icon
Factset
FDS
+$66.7K

Sector Composition

1 Healthcare 27.88%
2 Consumer Staples 15.07%
3 Financials 15.02%
4 Consumer Discretionary 11.61%
5 Industrials 11.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.33M 2.01%
83,265
+2,614
27
$7.28M 2%
46,448
+917
28
$7.09M 1.94%
41,645
+2,961
29
$6.58M 1.8%
157,020
+14,560
30
$6.25M 1.71%
123,661
-23,714
31
$1.65M 0.45%
71,100
-480
32
$1.4M 0.38%
15,682
+4,082
33
$1.32M 0.36%
11,464
+130
34
$809K 0.22%
9,513
+62
35
$806K 0.22%
12,375
-50
36
$803K 0.22%
9,144
+418
37
$668K 0.18%
6,365
-555
38
$628K 0.17%
5,212
-35
39
$620K 0.17%
8,197
40
$582K 0.16%
9,648
-180
41
$551K 0.15%
6,757
+2,818
42
$511K 0.14%
3,698
+44
43
$452K 0.12%
18,306
44
$437K 0.12%
18,816
45
$430K 0.12%
3,807
+60
46
$401K 0.11%
7,096
-472
47
$373K 0.1%
7,690
+799
48
$334K 0.09%
4,054
+106
49
$332K 0.09%
4,286
+150
50
$331K 0.09%
3,344
-59
1
2
3