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
$207M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.43M
3
+$8.72M
4
ABT icon
Abbott
ABT
+$8.39M
5
BRO icon
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 Change
in Stake 		Capital Flow
51
$273K 0.13%
+6,917
52
$259K 0.12%
+8,708
53
$235K 0.11%
+1,996
54
$231K 0.11%
+2,675
1 2
3