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
$1.54B
AUM Growth
+$318M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$40.7M
2
+$32.5M
3
+$12.9M
4
SYK icon
Stryker
SYK
+$5.95M
5
TROW icon
T. Rowe Price
TROW
+$5.81M

Top Sells

1
+$638K
2
+$397K
3
+$218K
4
AMGN icon
Amgen
AMGN
+$212K
5
DUK icon
Duke Energy
DUK
+$201K

Sector Composition

1 Financials 26.59%
2 Healthcare 26.01%
3 Technology 14.15%
4 Consumer Staples 13%
5 Industrials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$30.9M 2.01%
229,892
+11,020
27
$29.8M 1.94%
218,880
+12,515
28
$25.2M 1.64%
107,380
+4,554
29
$19.7M 1.28%
269,894
+12,305
30
$17.9M 1.16%
371,391
+4,357
31
$15.8M 1.03%
323,520
+7,772
32
$5.72M 0.37%
121,590
+7,935
33
$4.39M 0.29%
56,642
+6,763
34
$4.27M 0.28%
41,136
+4,799
35
$4.04M 0.26%
34,707
+3,011
36
$3.3M 0.21%
27,728
+1,722
37
$2.86M 0.19%
10,591
+554
38
$2.67M 0.17%
4,968
+510
39
$2.54M 0.16%
13,452
+4,023
40
$2.41M 0.16%
13,556
+748
41
$2.14M 0.14%
13,070
+426
42
$2.12M 0.14%
9,265
+309
43
$1.81M 0.12%
30,927
-2,437
44
$1.75M 0.11%
+12,745
45
$1.63M 0.11%
3,919
+121
46
$1.59M 0.1%
31,013
+410
47
$1.28M 0.08%
9,475
48
$1.1M 0.07%
71,500
-4,500
49
$903K 0.06%
1,900
-107
50
$888K 0.06%
25,712
-112
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