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
$1.76B
AUM Growth
+$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$28.2M
2
+$24.7M
3
+$20.4M
4
APH icon
Amphenol
APH
+$13M
5
SEIC icon
SEI Investments
SEIC
+$11.9M

Top Sells

1
+$10.1M
2
+$9.48M
3
+$8.69M
4
WCN icon
Waste Connections
WCN
+$7.89M
5
RMD icon
ResMed
RMD
+$6.98M

Sector Composition

1 Financials 29.91%
2 Healthcare 22.68%
3 Consumer Staples 15.58%
4 Technology 13.67%
5 Industrials 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.17M 0.12%
25,173
-650
52
$1.89M 0.11%
5,446
-95
53
$1.45M 0.08%
33,304
+3,839
54
$1.02M 0.06%
3,701
+1,149
55
$861K 0.05%
53,500
-3,000
56
$689K 0.04%
22,252
-1,820
57
$650K 0.04%
6,772
+3,632
58
$636K 0.04%
7,288
+4,360
59
$634K 0.04%
+1,256
60
$614K 0.04%
8,585
-200
61
$554K 0.03%
1,551
-66
62
$540K 0.03%
3,740
-9
63
$483K 0.03%
5,730
+69
64
$461K 0.03%
4,083
+1,179
65
$410K 0.02%
13,915
-2,525
66
$365K 0.02%
5,870
+101
67
$359K 0.02%
790
-13
68
$351K 0.02%
4,367
+639
69
$324K 0.02%
953
+69
70
$281K 0.02%
6,954
-155
71
$281K 0.02%
4,060
+1,450
72
$275K 0.02%
2,629
-75
73
$256K 0.01%
6,417
74
$243K 0.01%
+1,157
75
$242K 0.01%
4,313
+618
1 2
3
4