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
$931M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$4.16M
3
+$3.96M
4
ABBV icon
AbbVie
ABBV
+$3.88M
5
ABT icon
Abbott
ABT
+$3.77M

Top Sells

1
+$29.9M
2
+$4.74M
3
+$2.36M
4
BF.B icon
Brown-Forman Class B
BF.B
+$1.83M
5
PYPL icon
PayPal
PYPL
+$621K

Sector Composition

1 Healthcare 26.73%
2 Financials 24.07%
3 Consumer Staples 13.81%
4 Industrials 10.15%
5 Technology 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$408K 0.04%
3,212
-263
52
$384K 0.04%
5,109
-921
53
$352K 0.04%
11,652
-555
54
$350K 0.04%
1,091
+66
55
$346K 0.04%
2,334
+182
56
$340K 0.04%
1,554
+538
57
$332K 0.04%
+3,662
58
$320K 0.03%
3,869
+549
59
$316K 0.03%
1,472
+326
60
$310K 0.03%
2,700
61
$296K 0.03%
1,820
-220
62
$287K 0.03%
6,956
-142
63
$273K 0.03%
6,655
+505
64
$272K 0.03%
3,100
-3,400
65
$260K 0.03%
4,452
+696
66
$257K 0.03%
1,081
+28
67
$237K 0.03%
1,650
68
$228K 0.02%
+3,340
69
$227K 0.02%
986
+19
70
$224K 0.02%
2,390
-253
71
$215K 0.02%
+430
72
$212K 0.02%
+850
73
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