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
$252M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$9.03M
2
+$3M
3
+$1.82M
4
RSG icon
Republic Services
RSG
+$1.76M
5
BRO icon
Brown & Brown
BRO
+$1.06M

Top Sells

1
+$1.72M
2
+$1.66M
3
+$1.39M
4
ATR icon
AptarGroup
ATR
+$1.22M
5
TMO icon
Thermo Fisher Scientific
TMO
+$623K

Sector Composition

1 Healthcare 24.27%
2 Industrials 16.12%
3 Financials 16.06%
4 Consumer Staples 14.27%
5 Consumer Discretionary 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$344K 0.14%
4,916
+2,087
52
$336K 0.13%
7,395
-30
53
$323K 0.13%
+2,445
54
$306K 0.12%
1,756
-3,573
55
$275K 0.11%
4,494
+846
56
$272K 0.11%
2,971
+458
57
$230K 0.09%
5,237
-63
58
$216K 0.09%
+2,521
59
$214K 0.08%
+5,936
60
– –
-28,987
1 2
3