TIA
Tandem Investment Advisors Portfolio holdings
AUM
$2.86B
This Quarter Return
+3.04%
1 Year Return
+18.2%
3 Year Return
+40.28%
5 Year Return
+74.37%
10 Year Return
–
AUM
$207M
AUM Growth
–
Cap. Flow
+$207M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
39.86%
Holding
54
New
54
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
WBA
Walgreens Boots Alliance
WBA
|
$10.2M |
| 2 |
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
|
$9.43M |
| 3 |
AbbVie
ABBV
|
$8.72M |
| 4 |
Abbott
ABT
|
$8.4M |
| 5 |
Brown & Brown
BRO
|
$8.38M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 25.56% |
| 2 | Industrials | 18.78% |
| 3 | Consumer Staples | 13.07% |
| 4 | Financials | 11.93% |
| 5 | Technology | 7.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
PayPal
PYPL
$67.1B
| $273K | 0.13% |
+6,917
| New | +$273K |
|
52
eBay
EBAY
$41.4B
| $259K | 0.12% |
+8,708
| New | +$259K |
|
53
Chevron
CVX
$324B
| $235K | 0.11% |
+1,996
| New | +$235K |
|
54
Phillips 66
PSX
$54B
| $231K | 0.11% |
+2,675
| New | +$231K |
|