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
$385M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$6.39M
3
+$3.44M
4
RTX icon
RTX Corp
RTX
+$2.9M
5
ABT icon
Abbott
ABT
+$2.74M

Top Sells

1
+$2.51M
2
+$1.37M
3
+$1.29M
4
PSX icon
Phillips 66
PSX
+$216K
5
SON icon
Sonoco
SON
+$49.4K

Sector Composition

1 Healthcare 25.92%
2 Financials 16.62%
3 Consumer Staples 14.28%
4 Industrials 11.26%
5 Consumer Discretionary 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.48M 2.2%
126,489
+43,224
27
$7.78M 2.02%
52,807
+6,359
28
$7.57M 1.96%
73,581
+62,117
29
$7.22M 1.87%
166,164
+9,144
30
$6.96M 1.81%
49,347
+7,702
31
$6.76M 1.75%
+198,440
32
$6.4M 1.66%
134,464
+10,803
33
$1.67M 0.43%
72,585
+1,485
34
$1.18M 0.31%
13,092
+6,335
35
$1.09M 0.28%
17,024
+1,342
36
$1.06M 0.27%
+5,693
37
$815K 0.21%
9,696
+552
38
$703K 0.18%
5,448
+1,750
39
$665K 0.17%
9,753
+240
40
$644K 0.17%
+3,746
41
$638K 0.17%
5,847
+635
42
$608K 0.16%
+5,937
43
$599K 0.16%
12,265
-110
44
$550K 0.14%
5,632
+1,825
45
$526K 0.14%
8,197
46
$525K 0.14%
10,627
+979
47
$447K 0.12%
6,365
48
$435K 0.11%
10,502
+3,903
49
$433K 0.11%
10,984
+3,888
50
$402K 0.1%
14,338
+4,597
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