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
$292M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$1.85M
3
+$850K
4
ABBV icon
AbbVie
ABBV
+$781K
5
QDEL icon
QuidelOrtho
QDEL
+$640K

Top Sells

1
+$3.93M
2
+$2M
3
+$224K
4
BRO icon
Brown & Brown
BRO
+$182K
5
ACN icon
Accenture
ACN
+$136K

Sector Composition

1 Healthcare 26.42%
2 Financials 15.37%
3 Consumer Staples 15.04%
4 Industrials 13.54%
5 Consumer Discretionary 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$365K 0.13%
3,399
-256
52
$326K 0.11%
8,630
53
$308K 0.11%
5,774
-37,409
54
$290K 0.1%
5,286
+86
55
$284K 0.1%
6,625
-202
56
$270K 0.09%
3,364
-239
57
$266K 0.09%
+904
58
$258K 0.09%
6,088
+140
59
$254K 0.09%
3,872
-234
60
$218K 0.07%
+2,341
61
$206K 0.07%
+5,996
1 2
3