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
$2.09B
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1 +$14.8M
2 +$12.9M
3 +$12.6M
4
JNJ icon
Johnson & Johnson
JNJ
+$10.7M
5
RSG icon
Republic Services
RSG
+$9.58M

Top Sells

1 +$31.2M
2 +$12.3M
3 +$4.17M
4
MKTX icon
MarketAxess Holdings
MKTX
+$2.12M
5
APH icon
Amphenol
APH
+$1.37M

Sector Composition

1 Financials 28.55%
2 Healthcare 22.31%
3 Consumer Staples 15.45%
4 Technology 13.39%
5 Industrials 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.64M 0.08%
20,974
+18,493
52
$1.32M 0.06%
+21,695
53
$973K 0.05%
3,298
+580
54
$916K 0.04%
1,939
+404
55
$895K 0.04%
26,235
-6,041
56
$754K 0.04%
8,460
57
$633K 0.03%
6,103
-4,365
58
$587K 0.03%
1,435
-38
59
$551K 0.03%
3,327
-445
60
$532K 0.03%
38,000
-11,300
61
$461K 0.02%
3,101
-922
62
$453K 0.02%
5,778
+89
63
$360K 0.02%
784
+19
64
$356K 0.02%
2,732
-695
65
$335K 0.02%
1,499
+125
66
$293K 0.01%
6,566
-751
67
$291K 0.01%
11,180
+444
68
$250K 0.01%
6,137
+1,647
69
$240K 0.01%
2,324
-3,690
70
$237K 0.01%
666
-295
71
$233K 0.01%
3,756
+181
72
$230K 0.01%
7,110
+725
73
$213K 0.01%
4,344
-2,025
74
$212K 0.01%
+687
75
$206K 0.01%
6,881
-1,139