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
$385M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$6.39M
3
+$3.44M
4
RTX icon
RTX Corp
RTX
+$2.9M
5
ABT icon
Abbott
ABT
+$2.74M

Top Sells

1
+$2.51M
2
+$1.37M
3
+$1.29M
4
PSX icon
Phillips 66
PSX
+$216K
5
SON icon
Sonoco
SON
+$49.4K

Sector Composition

1 Healthcare 25.92%
2 Financials 16.62%
3 Consumer Staples 14.28%
4 Industrials 11.26%
5 Consumer Discretionary 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$383K 0.1%
18,492
+186
52
$374K 0.1%
8,639
+949
53
$325K 0.08%
+7,508
54
$311K 0.08%
+1,754
55
$308K 0.08%
4,195
+141
56
$290K 0.08%
1,165
+269
57
$281K 0.07%
3,378
+34
58
$280K 0.07%
4,193
+628
59
$274K 0.07%
18,816
60
$268K 0.07%
+2,917
61
$263K 0.07%
4,225
-61
62
$249K 0.06%
773
-11
63
$245K 0.06%
4,617
-930
64
$240K 0.06%
5,985
+200
65
$229K 0.06%
+21,765
66
$229K 0.06%
+1,747
67
$227K 0.06%
+4,843
68
$216K 0.06%
3,500
+64
69
$209K 0.05%
+4,040
70
– –
-1,919
1 2
3