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
$327M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$1.59M
3
+$1.52M
4
CTSH icon
Cognizant
CTSH
+$1.41M
5
CELG
Celgene Corp
CELG
+$921K

Top Sells

1
+$2.19M
2
+$1.76M
3
+$639K
4
COST icon
Costco
COST
+$313K
5
NKE icon
Nike
NKE
+$195K

Sector Composition

1 Healthcare 27.18%
2 Consumer Staples 15.63%
3 Financials 15.45%
4 Industrials 11.34%
5 Consumer Discretionary 11.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$288K 0.09%
3,403
-51
52
$288K 0.09%
4,136
53
$278K 0.09%
+5,295
54
$252K 0.08%
750
55
$237K 0.07%
5,785
-152
56
$206K 0.06%
5,986
-33
57
– –
-11,481
1 2
3