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
$266M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$7.19M
2
+$5.14M
3
+$1.98M
4
FDS icon
Factset
FDS
+$1.73M
5
NNN icon
NNN REIT
NNN
+$1.01M

Top Sells

1
+$3.81M
2
+$2.13M
3
+$1.89M
4
GWW icon
W.W. Grainger
GWW
+$1.29M
5
ATR icon
AptarGroup
ATR
+$1.25M

Sector Composition

1 Healthcare 25.64%
2 Financials 15.51%
3 Consumer Staples 15.35%
4 Industrials 14.18%
5 Consumer Discretionary 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$278K 0.1%
6,827
-1,251
52
$275K 0.1%
2,879
-92
53
$265K 0.1%
4,106
-388
54
$260K 0.1%
5,200
-37
55
$233K 0.09%
+3,603
56
$229K 0.09%
5,948
+12
57
– –
-1,756
58
– –
-81,180
59
– –
-2,521
60
– –
-7,170
61
– –
-14,371
1 2
3