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
$1.22B
AUM Growth
+$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$4.72M
3
+$4.68M
4
WCN icon
Waste Connections
WCN
+$4.05M
5
EXPD icon
Expeditors International
EXPD
+$4.03M

Top Sells

1
+$15.1M
2
+$10.6M
3
+$2.78M
4
LH icon
Labcorp
LH
+$600K
5
FDS icon
Factset
FDS
+$182K

Sector Composition

1 Healthcare 27.91%
2 Financials 26.08%
3 Consumer Staples 13.55%
4 Technology 10.36%
5 Industrials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$493K 0.04%
3,000
+1,240
52
$444K 0.04%
6,730
+27
53
$438K 0.04%
9,429
+1,689
54
$424K 0.03%
17,220
55
$399K 0.03%
13,410
+3,708
56
$397K 0.03%
4,618
-175,689
57
$373K 0.03%
1,676
+291
58
$365K 0.03%
979
59
$345K 0.03%
7,575
-95
60
$304K 0.02%
1,271
+117
61
$299K 0.02%
4,785
-368
62
$259K 0.02%
1,721
-73
63
$248K 0.02%
+4,562
64
$242K 0.02%
1,192
-93
65
$237K 0.02%
2,788
-117
66
$234K 0.02%
1,350
-300
67
$229K 0.02%
949
+52
68
$219K 0.02%
955
+4
69
$218K 0.02%
+642
70
$218K 0.02%
+4,083
71
$214K 0.02%
4,985
-125
72
$213K 0.02%
791
-87
73
$212K 0.02%
998
+6
74
$210K 0.02%
3,994
-15
75
$201K 0.02%
2,059
-235
1 2
3