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
$1.7B
AUM Growth
+$65.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$26.6M
3
+$19M
4
VRSK icon
Verisk Analytics
VRSK
+$19M
5
ROP icon
Roper Technologies
ROP
+$17.7M

Top Sells

1
+$21.8M
2
+$16.2M
3
+$15.3M
4
COST icon
Costco
COST
+$6.08M
5
ADP icon
Automatic Data Processing
ADP
+$5.56M

Sector Composition

1 Financials 29.22%
2 Healthcare 23.07%
3 Technology 14.12%
4 Consumer Staples 13.91%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$854K 0.05%
8,785
-160
52
$746K 0.04%
56,500
-2,500
53
$703K 0.04%
24,072
-380
54
$700K 0.04%
2,552
-1,180
55
$610K 0.04%
1,617
+70
56
$591K 0.03%
4,110
-8,760
57
$576K 0.03%
3,749
-105,716
58
$487K 0.03%
5,661
+101
59
$484K 0.03%
16,440
+125
60
$388K 0.02%
803
-134
61
$343K 0.02%
3,140
-40
62
$340K 0.02%
+3,728
63
$322K 0.02%
5,769
-136
64
$308K 0.02%
2,904
+864
65
$305K 0.02%
2,704
+629
66
$297K 0.02%
7,109
-6
67
$288K 0.02%
884
-19
68
$276K 0.02%
6,417
-355,470
69
$271K 0.02%
9,325
-589
70
$251K 0.01%
2,928
+429
71
$232K 0.01%
3,695
-158
72
$220K 0.01%
+3,898
73
$216K 0.01%
2,326
+119
74
$208K 0.01%
2,610
-99
75
$207K 0.01%
5,100
+603
1 2
3
4