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
$552M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.43M
3
+$2.09M
4
TSCO icon
Tractor Supply
TSCO
+$1.64M
5
TROW icon
T. Rowe Price
TROW
+$1.21M

Top Sells

1
+$4.11M
2
+$3.12M
3
+$3.01M
4
WCN icon
Waste Connections
WCN
+$2.79M
5
ECL icon
Ecolab
ECL
+$1.09M

Sector Composition

1 Healthcare 23.13%
2 Financials 18.82%
3 Consumer Staples 15.01%
4 Industrials 11.03%
5 Consumer Discretionary 11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$265K 0.05%
2,127
-102
52
$260K 0.05%
3,430
-337
53
$239K 0.04%
4,327
-526
54
$239K 0.04%
2,304
-66
55
$234K 0.04%
5,928
-420
56
$227K 0.04%
597
-40
57
$224K 0.04%
3,680
-400
58
$224K 0.04%
2,580
+440
59
$220K 0.04%
1,603
-218
60
$207K 0.04%
966
-199
61
– –
-26,000
62
– –
-5,174
63
– –
-5,237
64
– –
-4,160
1 2
3