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
$2.64B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$7.3M
3
+$2.78M
4
MSFT icon
Microsoft
MSFT
+$2.2M
5
CHD icon
Church & Dwight Co
CHD
+$2.15M

Top Sells

1
+$46.6M
2
+$38.9M
3
+$29.4M
4
RSG icon
Republic Services
RSG
+$11.2M
5
CHKP icon
Check Point Software Technologies
CHKP
+$5.33M

Sector Composition

1 Financials 29.07%
2 Healthcare 22.86%
3 Technology 17.55%
4 Consumer Staples 9.03%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$47.5M 1.8%
361,713
+5,391
27
$46.5M 1.76%
167,946
-4,915
28
$46.3M 1.76%
52,255
-1,533
29
$44M 1.67%
164,111
-1,232
30
$43.9M 1.66%
218,448
-55,699
31
$35.3M 1.34%
63,495
+3,839
32
$17M 0.65%
+434,209
33
$9.98M 0.38%
38,942
-181,924
34
$7.62M 0.29%
99,240
-2,250
35
$7.15M 0.27%
39,797
-693
36
$4.8M 0.18%
9,772
-2,133
37
$4.22M 0.16%
32,851
+326
38
$4.18M 0.16%
7,160
-208
39
$3.64M 0.14%
11,411
+375
40
$3.13M 0.12%
18,094
+16,041
41
$3.02M 0.11%
29,956
+228
42
$2.21M 0.08%
30,335
-27,748
43
$1.95M 0.07%
9,874
-977
44
$1.75M 0.07%
7,522
+1,808
45
$1.47M 0.06%
34,307
+22,973
46
$1.4M 0.05%
17,294
+3,208
47
$1.04M 0.04%
2,564
+1,136
48
$889K 0.03%
1,521
+21
49
$861K 0.03%
6,900
-1,200
50
$714K 0.03%
20,000
1
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