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
$1.94B
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$3.9M
3
+$3.86M
4
SEIC icon
SEI Investments
SEIC
+$3.83M
5
DG icon
Dollar General
DG
+$3.82M

Top Sells

1
+$15.9M
2
+$10.9M
3
+$10M
4
WBA
Walgreens Boots Alliance
WBA
+$9.39M
5
ADP icon
Automatic Data Processing
ADP
+$9.1M

Sector Composition

1 Financials 29.42%
2 Healthcare 22.54%
3 Consumer Staples 15.5%
4 Technology 13.04%
5 Industrials 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.62M 0.08%
22,771
-2,402
52
$1.39M 0.07%
32,276
-1,028
53
$926K 0.05%
10,468
+3,696
54
$859K 0.04%
2,718
-983
55
$818K 0.04%
49,300
-4,200
56
$814K 0.04%
1,535
+279
57
$725K 0.04%
8,460
-125
58
$610K 0.03%
4,023
-14,197
59
$603K 0.03%
5,470
-1,818
60
$563K 0.03%
1,473
-78
61
$549K 0.03%
3,772
+32
62
$505K 0.03%
6,014
+1,931
63
$460K 0.02%
3,427
+798
64
$453K 0.02%
5,689
-181
65
$392K 0.02%
765
-25
66
$360K 0.02%
961
+8
67
$355K 0.02%
10,736
-11,516
68
$334K 0.02%
7,317
+363
69
$323K 0.02%
1,374
+399
70
$301K 0.02%
6,369
+1,668
71
$286K 0.01%
+3,432
72
$284K 0.01%
+2,362
73
$278K 0.01%
6,069
-348
74
$276K 0.01%
+8,348
75
$259K 0.01%
3,105
-2,625
1 2
3
4