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
$1.54B
AUM Growth
+$318M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$40.7M
2
+$32.5M
3
+$12.9M
4
SYK icon
Stryker
SYK
+$5.95M
5
TROW icon
T. Rowe Price
TROW
+$5.81M

Top Sells

1
+$638K
2
+$397K
3
+$218K
4
AMGN icon
Amgen
AMGN
+$212K
5
DUK icon
Duke Energy
DUK
+$201K

Sector Composition

1 Financials 26.59%
2 Healthcare 26.01%
3 Technology 14.15%
4 Consumer Staples 13%
5 Industrials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$860K 0.06%
5,940
+720
52
$637K 0.04%
6,004
+51
53
$611K 0.04%
3,860
+738
54
$511K 0.03%
6,730
55
$493K 0.03%
2,273
+597
56
$492K 0.03%
17,000
-220
57
$454K 0.03%
980
+1
58
$444K 0.03%
9,213
-216
59
$437K 0.03%
2,620
-380
60
$421K 0.03%
11,200
-2,210
61
$359K 0.02%
7,582
+7
62
$326K 0.02%
1,095
-176
63
$321K 0.02%
4,745
-40
64
$319K 0.02%
1,834
+113
65
$314K 0.02%
1,213
+21
66
$312K 0.02%
1,164
+215
67
$281K 0.02%
4,765
-220
68
$278K 0.02%
4,390
-172
69
$271K 0.02%
1,350
70
$257K 0.02%
1,112
+157
71
$256K 0.02%
+3,265
72
$254K 0.02%
2,463
-325
73
$243K 0.02%
+798
74
$232K 0.02%
+933
75
$227K 0.01%
3,832
-162
1 2
3
4