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
$2.5B
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$15.5M
3
+$14.7M
4
NEE icon
NextEra Energy
NEE
+$12.2M
5
VRSK icon
Verisk Analytics
VRSK
+$1.27M

Top Sells

1
+$38.9M
2
+$18M
3
+$16.1M
4
CBOE icon
Cboe Global Markets
CBOE
+$7.15M
5
FDS icon
Factset
FDS
+$5.5M

Sector Composition

1 Financials 29.65%
2 Healthcare 20.04%
3 Technology 15.53%
4 Consumer Staples 11.38%
5 Industrials 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$910K 0.04%
9,000
-2,106
52
$825K 0.03%
1,567
-33
53
$751K 0.03%
5,357
-217
54
$635K 0.03%
3,202
-28
55
$624K 0.03%
8,460
56
$623K 0.02%
4,580
-118,598
57
$594K 0.02%
1,250
-10
58
$548K 0.02%
5,846
+106
59
$528K 0.02%
4,035
+59
60
$510K 0.02%
1,472
-1,363
61
$450K 0.02%
2,643
-541
62
$445K 0.02%
7,960
-10,535
63
$440K 0.02%
11,923
-2,948
64
$393K 0.02%
14,156
+556
65
$376K 0.02%
+8,973
66
$374K 0.02%
25,000
67
$374K 0.02%
2,463
-487
68
$339K 0.01%
718
+16
69
$278K 0.01%
3,620
+19
70
$265K 0.01%
8,579
+333
71
$264K 0.01%
6,555
+45
72
$256K 0.01%
1,747
-8,851
73
$244K 0.01%
2,242
+256
74
$244K 0.01%
526
+4
75
$234K 0.01%
+790
1 2
3
4