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
$2.37B
AUM Growth
+$91.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$24.9M
3
+$16.6M
4
HRL icon
Hormel Foods
HRL
+$16.3M
5
NKE icon
Nike
NKE
+$14.2M

Top Sells

1
+$29.3M
2
+$21.8M
3
+$3.16M
4
PYPL icon
PayPal
PYPL
+$1.62M
5
FDS icon
Factset
FDS
+$1.3M

Sector Composition

1 Financials 29.13%
2 Healthcare 20.76%
3 Technology 14.95%
4 Consumer Staples 13.06%
5 Industrials 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.18M 0.05%
+22,143
52
$1.02M 0.04%
+37,456
53
$1.01M 0.04%
18,495
54
$971K 0.04%
+11,106
55
$857K 0.04%
2,835
+340
56
$807K 0.03%
1,600
-235
57
$732K 0.03%
5,574
-168
58
$618K 0.03%
8,460
59
$547K 0.02%
3,230
+34
60
$539K 0.02%
1,260
-29
61
$510K 0.02%
5,740
+9
62
$462K 0.02%
3,184
-460
63
$426K 0.02%
+3,976
64
$425K 0.02%
14,871
+1,078
65
$375K 0.02%
2,950
-99
66
$327K 0.01%
13,600
+1,400
67
$313K 0.01%
25,000
68
$306K 0.01%
702
-72
69
$274K 0.01%
6,510
-655
70
$269K 0.01%
+3,601
71
$231K 0.01%
8,246
+51
72
$230K 0.01%
1,518
-352
73
$227K 0.01%
522
+10
74
$210K 0.01%
+2,271
75
$208K 0.01%
+1,333
1 2
3
4