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
$226M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$2.13M
3
+$1.91M
4
WBA
Walgreens Boots Alliance
WBA
+$1.1M
5
SJM icon
J.M. Smucker
SJM
+$905K

Top Sells

1
+$4.01M
2
+$2.25M
3
+$1.46M
4
TMO icon
Thermo Fisher Scientific
TMO
+$874K
5
RTX icon
RTX Corp
RTX
+$648K

Sector Composition

1 Healthcare 25.04%
2 Industrials 17.32%
3 Consumer Staples 14.29%
4 Financials 12.35%
5 Consumer Discretionary 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$264K 0.12%
5,300
-951
52
$222K 0.1%
+2,829
53
$221K 0.1%
+2,513
54
$210K 0.09%
+3,648
55
– –
-2,675
56
– –
-1,996
57
– –
-334,881
1 2
3