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
$1.22B
AUM Growth
+$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$4.72M
3
+$4.68M
4
WCN icon
Waste Connections
WCN
+$4.05M
5
EXPD icon
Expeditors International
EXPD
+$4.03M

Top Sells

1
+$15.1M
2
+$10.6M
3
+$2.78M
4
LH icon
Labcorp
LH
+$600K
5
FDS icon
Factset
FDS
+$182K

Sector Composition

1 Healthcare 27.91%
2 Financials 26.08%
3 Consumer Staples 13.55%
4 Technology 10.36%
5 Industrials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$21.5M 1.76%
102,826
+6,407
27
$17.3M 1.41%
257,589
+19,239
28
$15.9M 1.3%
367,034
+31,443
29
$12.9M 1.06%
315,748
+22,054
30
$4.63M 0.38%
113,655
-1,455
31
$3.94M 0.32%
36,337
+5,891
32
$3.8M 0.31%
49,879
+836
33
$3.58M 0.29%
31,696
+1,480
34
$3.31M 0.27%
26,006
+830
35
$2.45M 0.2%
9,429
+528
36
$2.43M 0.2%
10,037
-2,483
37
$2.04M 0.17%
4,458
+137
38
$1.96M 0.16%
33,364
+1,695
39
$1.84M 0.15%
+30,603
40
$1.81M 0.15%
12,808
-6
41
$1.79M 0.15%
8,956
-225
42
$1.77M 0.14%
12,644
+11
43
$1.34M 0.11%
9,475
44
$1.25M 0.1%
3,798
+8
45
$1.08M 0.09%
76,000
-3,000
46
$861K 0.07%
2,007
+1,083
47
$696K 0.06%
5,220
+2,420
48
$636K 0.05%
25,824
+388
49
$576K 0.05%
5,953
+208
50
$511K 0.04%
3,122
-86
1
2
3