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
$552M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.43M
3
+$2.09M
4
TSCO icon
Tractor Supply
TSCO
+$1.64M
5
TROW icon
T. Rowe Price
TROW
+$1.21M

Top Sells

1
+$4.11M
2
+$3.12M
3
+$3.01M
4
WCN icon
Waste Connections
WCN
+$2.79M
5
ECL icon
Ecolab
ECL
+$1.09M

Sector Composition

1 Healthcare 23.13%
2 Financials 18.82%
3 Consumer Staples 15.01%
4 Industrials 11.03%
5 Consumer Discretionary 11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.3M 2.04%
52,171
-14,421
27
$11M 2%
189,276
-2,100
28
$10.7M 1.93%
53,776
-5,528
29
$10.3M 1.87%
164,362
+2,443
30
$9.71M 1.76%
105,544
-30,340
31
$8.72M 1.58%
199,368
+2,691
32
$2.41M 0.44%
9,179
-68
33
$2.39M 0.43%
20,970
+6,345
34
$2.29M 0.42%
86,340
+4,200
35
$2.03M 0.37%
14,070
+53
36
$1.27M 0.23%
12,303
+736
37
$1.05M 0.19%
6,614
+267
38
$899K 0.16%
6,147
+489
39
$886K 0.16%
6,847
+803
40
$825K 0.15%
14,736
-936
41
$804K 0.15%
6,830
+3,318
42
$794K 0.14%
3,423
-239
43
$693K 0.13%
17,790
-872
44
$653K 0.12%
10,650
-515
45
$613K 0.11%
8,684
-79
46
$406K 0.07%
7,607
-2,379
47
$398K 0.07%
9,732
-466
48
$351K 0.06%
4,000
49
$337K 0.06%
14,577
-786
50
$314K 0.06%
17,472
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