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
$454M
AUM Growth
+$68.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$8.99M
2
+$2.83M
3
+$2.79M
4
SJM icon
J.M. Smucker
SJM
+$2.74M
5
TROW icon
T. Rowe Price
TROW
+$2.23M

Top Sells

1
+$11.1M
2
+$3.67M
3
+$773K
4
FMC icon
FMC
FMC
+$283K
5
WCN icon
Waste Connections
WCN
+$267K

Sector Composition

1 Healthcare 24.28%
2 Financials 17.3%
3 Consumer Staples 15.85%
4 Industrials 11.19%
5 Consumer Discretionary 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$354K 0.08%
4,015
-180
52
$346K 0.08%
4,509
-3,688
53
$336K 0.07%
3,805
-388
54
$333K 0.07%
3,197
+280
55
$317K 0.07%
5,400
+1,360
56
$314K 0.07%
5,822
-1,686
57
$306K 0.07%
17,472
-1,344
58
$280K 0.06%
23,295
+1,530
59
$277K 0.06%
727
-46
60
$272K 0.06%
6,753
-3,749
61
$265K 0.06%
2,846
-532
62
$263K 0.06%
1,383
-371
63
$248K 0.05%
4,965
-1,020
64
$237K 0.05%
+1,930
65
$224K 0.05%
4,176
-667
66
$219K 0.05%
+2,766
67
$218K 0.05%
1,307
-440
68
$212K 0.05%
859
-306
69
$201K 0.04%
+6,195
70
– –
-4,617
71
– –
-3,500
72
– –
-174,702
73
– –
-4,225
1 2
3