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
$1.04B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$8.11M
2
+$6.73M
3
+$6.65M
4
CBOE icon
Cboe Global Markets
CBOE
+$6.32M
5
FDS icon
Factset
FDS
+$6.28M

Top Sells

1
+$7.56M
2
+$4.23M
3
+$1.07M
4
PYPL icon
PayPal
PYPL
+$640K
5
TYL icon
Tyler Technologies
TYL
+$509K

Sector Composition

1 Healthcare 28.34%
2 Financials 24.77%
3 Consumer Staples 13.5%
4 Industrials 9.82%
5 Technology 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.1M 1.83%
89,174
+9,561
27
$19M 1.82%
176,023
+10,765
28
$15.5M 1.49%
225,281
+29,359
29
$14M 1.34%
317,519
+44,656
30
$12.5M 1.2%
260,982
+12,105
31
$3.79M 0.36%
112,125
+105
32
$3.37M 0.32%
15,361
-4,869
33
$3.32M 0.32%
23,983
+1,469
34
$3.26M 0.31%
47,123
+1,094
35
$3.18M 0.31%
28,427
+1,099
36
$2.61M 0.25%
10,762
-2,635
37
$2.21M 0.21%
18,561
+498
38
$1.72M 0.17%
29,500
+5,940
39
$1.71M 0.16%
4,032
-1,198
40
$1.67M 0.16%
12,332
-3,612
41
$1.65M 0.16%
13,534
-3,414
42
$1.55M 0.15%
8,771
+284
43
$1.4M 0.13%
+100,000
44
$1.34M 0.13%
4,377
+92
45
$1.21M 0.12%
9,475
46
$610K 0.06%
25,276
+800
47
$513K 0.05%
5,558
-1,806
48
$444K 0.04%
+1,121
49
$443K 0.04%
6,703
-5,773
50
$419K 0.04%
9,249
-129
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2
3