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
$365M
AUM Growth
+$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$990K
3
+$900K
4
ICE icon
Intercontinental Exchange
ICE
+$822K
5
EXPD icon
Expeditors International
EXPD
+$804K

Top Sells

1
+$2.34M
2
+$1.2M
3
+$253K
4
BDX icon
Becton Dickinson
BDX
+$227K
5
FDS icon
Factset
FDS
+$66.7K

Sector Composition

1 Healthcare 27.88%
2 Consumer Staples 15.07%
3 Financials 15.02%
4 Consumer Discretionary 11.61%
5 Industrials 11.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$322K 0.09%
9,741
+414
52
$308K 0.08%
5,547
+252
53
$291K 0.08%
784
+34
54
$291K 0.08%
3,565
-271
55
$276K 0.08%
6,599
+613
56
$249K 0.07%
5,785
57
$238K 0.07%
+896
58
$229K 0.06%
+3,436
59
$216K 0.06%
+1,919
1 2
3