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
$307M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$6.06M
2
+$5.91M
3
+$5.83M
4
TJX icon
TJX Companies
TJX
+$3.91M
5
TSCO icon
Tractor Supply
TSCO
+$3.32M

Top Sells

1
+$12.8M
2
+$5.24M
3
+$2.93M
4
BF.B icon
Brown-Forman Class B
BF.B
+$2.12M
5
ACN icon
Accenture
ACN
+$1.88M

Sector Composition

1 Healthcare 27.46%
2 Consumer Staples 16.46%
3 Financials 15.71%
4 Industrials 11.26%
5 Consumer Discretionary 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$269K 0.09%
3,454
+90
52
$248K 0.08%
5,937
-688
53
$246K 0.08%
750
-154
54
$245K 0.08%
4,136
-1,150
55
$203K 0.07%
6,019
+23
56
– –
-150,409
57
– –
-73,660
58
– –
-17,252
59
– –
-2,341
60
– –
-9,604
61
– –
-5,774
1 2
3