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
$528M
AUM Growth
+$73.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$3.54M
3
+$3.07M
4
D icon
Dominion Energy
D
+$2.86M
5
ABT icon
Abbott
ABT
+$2.56M

Top Sells

1
+$1.58M
2
+$833K
3
+$449K
4
EXLS icon
EXL Service
EXLS
+$280K
5
ROST icon
Ross Stores
ROST
+$265K

Sector Composition

1 Healthcare 22.87%
2 Financials 19.43%
3 Consumer Staples 14.6%
4 Industrials 11.66%
5 Consumer Discretionary 10.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.7M 2.22%
59,304
+7,798
27
$10.9M 2.06%
89,130
+2,347
28
$10.6M 2.01%
57,264
+7,776
29
$9.8M 1.86%
191,376
+20,552
30
$8.97M 1.7%
161,919
+9,758
31
$7.97M 1.51%
196,677
-38,871
32
$2.08M 0.39%
+14,017
33
$2.02M 0.38%
82,140
-885
34
$2M 0.38%
9,247
+1,641
35
$1.57M 0.3%
14,625
-295
36
$1.32M 0.25%
11,567
+1,284
37
$952K 0.18%
5,658
-341
38
$930K 0.18%
6,347
+412
39
$842K 0.16%
6,044
+524
40
$806K 0.15%
26,000
-3,272
41
$775K 0.15%
15,672
+492
42
$762K 0.14%
3,662
-258
43
$737K 0.14%
18,662
+4,157
44
$672K 0.13%
8,763
+37
45
$662K 0.13%
11,165
-200
46
$491K 0.09%
9,986
+430
47
$483K 0.09%
10,198
+87
48
$396K 0.08%
15,363
-1,500
49
$393K 0.07%
3,512
-624
50
$337K 0.06%
17,472
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