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
$816M
AUM Growth
+$74.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$12.4M
3
+$11.6M
4
FDS icon
Factset
FDS
+$3.76M
5
WTRG icon
Essential Utilities
WTRG
+$3.71M

Top Sells

1
+$27M
2
+$11.3M
3
+$6.21M
4
MSFT icon
Microsoft
MSFT
+$1.48M
5
PYPL icon
PayPal
PYPL
+$647K

Sector Composition

1 Financials 26.65%
2 Healthcare 25.43%
3 Consumer Staples 14.08%
4 Technology 9.78%
5 Industrials 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.5M 2.02%
218,977
+3,219
27
$16M 1.96%
278,168
+21,837
28
$14.1M 1.73%
136,049
+7,589
29
$13.9M 1.71%
81,376
+10,228
30
$10.7M 1.32%
219,802
+14,172
31
$8.69M 1.07%
251,848
+14,787
32
$3.48M 0.43%
113,115
+12,075
33
$3.29M 0.4%
20,369
+2,362
34
$3.25M 0.4%
27,022
-159
35
$3.16M 0.39%
16,049
-3,282
36
$2.69M 0.33%
45,808
+1,018
37
$2.1M 0.26%
23,103
+673
38
$2.08M 0.26%
9,481
+6
39
$1.92M 0.24%
16,612
+496
40
$1.86M 0.23%
5,340
-1,080
41
$1.77M 0.22%
17,212
+5,289
42
$1.65M 0.2%
11,867
+408
43
$1.48M 0.18%
7,990
-192
44
$1.13M 0.14%
4,086
-56
45
$725K 0.09%
13,020
-1,674
46
$478K 0.06%
6,500
+2,940
47
$476K 0.06%
6,030
-341,850
48
$430K 0.05%
9,219
-21
49
$386K 0.05%
29,280
-20
50
$378K 0.05%
9,925
-1,060
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