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
$931M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$4.16M
3
+$3.96M
4
ABBV icon
AbbVie
ABBV
+$3.88M
5
ABT icon
Abbott
ABT
+$3.77M

Top Sells

1
+$29.9M
2
+$4.74M
3
+$2.36M
4
BF.B icon
Brown-Forman Class B
BF.B
+$1.83M
5
PYPL icon
PayPal
PYPL
+$621K

Sector Composition

1 Healthcare 26.73%
2 Financials 24.07%
3 Consumer Staples 13.81%
4 Industrials 10.15%
5 Technology 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.2M 1.85%
79,613
-10,909
27
$17M 1.82%
165,258
+29,209
28
$15.6M 1.67%
195,922
-23,055
29
$11.6M 1.25%
248,877
+29,075
30
$11.2M 1.2%
272,863
+21,015
31
$3.63M 0.39%
27,328
+306
32
$3.54M 0.38%
20,230
-139
33
$3.38M 0.36%
112,020
-1,095
34
$3.26M 0.35%
22,514
-589
35
$3.14M 0.34%
13,397
-2,652
36
$3.08M 0.33%
46,029
+221
37
$2.28M 0.25%
5,230
-110
38
$2.25M 0.24%
16,948
+336
39
$2.22M 0.24%
15,944
+4,077
40
$2.06M 0.22%
18,063
+851
41
$1.76M 0.19%
8,487
+497
42
$1.7M 0.18%
9,475
-6
43
$1.14M 0.12%
4,285
+199
44
$1.13M 0.12%
23,560
+13,635
45
$852K 0.09%
12,476
-544
46
$508K 0.05%
7,364
-98
47
$497K 0.05%
29,200
-80
48
$482K 0.05%
24,476
-28
49
$452K 0.05%
+6,777
50
$451K 0.05%
9,378
+159
1
2
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