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
$1.76B
AUM Growth
+$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$28.2M
2
+$24.7M
3
+$20.4M
4
APH icon
Amphenol
APH
+$13M
5
SEIC icon
SEI Investments
SEIC
+$11.9M

Top Sells

1
+$10.1M
2
+$9.48M
3
+$8.69M
4
WCN icon
Waste Connections
WCN
+$7.89M
5
RMD icon
ResMed
RMD
+$6.98M

Sector Composition

1 Financials 29.91%
2 Healthcare 22.68%
3 Consumer Staples 15.58%
4 Technology 13.67%
5 Industrials 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$35.6M 2.03%
157,493
-41,924
27
$34.4M 1.96%
254,753
-58,374
28
$34.1M 1.94%
156,307
-31,973
29
$33.2M 1.89%
70,346
+4,621
30
$32.4M 1.84%
366,599
+21,082
31
$30.4M 1.73%
668,039
+43,074
32
$28.2M 1.6%
+169,429
33
$25.4M 1.45%
356,145
+150,777
34
$24.7M 1.41%
+347,160
35
$22.2M 1.26%
266,543
+100,441
36
$21.9M 1.25%
128,596
+8,418
37
$21.2M 1.21%
318,048
+16,775
38
$17.5M 1%
48,658
+3,740
39
$9.39M 0.54%
299,178
-13,711
40
$6.47M 0.37%
137,985
-4,770
41
$4.04M 0.23%
43,140
-588
42
$3.98M 0.23%
35,524
-529
43
$3.88M 0.22%
59,033
-646
44
$2.89M 0.16%
20,723
-223
45
$2.82M 0.16%
16,046
+3,256
46
$2.77M 0.16%
20,156
-497
47
$2.51M 0.14%
11,316
+2,887
48
$2.35M 0.13%
16,998
+7,042
49
$2.3M 0.13%
18,220
+14,110
50
$2.3M 0.13%
12,271
+2,810
1
2
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