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
$2.58B
AUM Growth
+$81.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$16M
3
+$15.7M
4
CBOE icon
Cboe Global Markets
CBOE
+$13.8M
5
FDS icon
Factset
FDS
+$12.9M

Top Sells

1
+$60.4M
2
+$19.3M
3
+$18M
4
SEIC icon
SEI Investments
SEIC
+$15.4M
5
COST icon
Costco
COST
+$14.5M

Sector Composition

1 Financials 30.29%
2 Healthcare 22.12%
3 Technology 15.66%
4 Consumer Staples 9%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$757K 0.03%
1,531
-36
52
$650K 0.03%
1,694
+222
53
$614K 0.02%
1,174
-76
54
$594K 0.02%
3,925
-1,432
55
$578K 0.02%
5,701
-145
56
$515K 0.02%
3,920
-115
57
$480K 0.02%
2,397
-246
58
$474K 0.02%
12,154
+231
59
$406K 0.02%
8,460
60
$402K 0.02%
3,044
+802
61
$379K 0.01%
15,480
+1,324
62
$369K 0.01%
2,273
+526
63
$356K 0.01%
2,284
-2,296
64
$320K 0.01%
+6,400
65
$309K 0.01%
9,719
+1,140
66
$295K 0.01%
1,635
-828
67
$282K 0.01%
+1,611
68
$276K 0.01%
3,598
-22
69
$269K 0.01%
502
-24
70
$265K 0.01%
6,086
-469
71
$259K 0.01%
20,500
-4,500
72
$259K 0.01%
+827
73
$253K 0.01%
1,096
-2,106
74
$248K 0.01%
+1,666
75
$244K 0.01%
+1,545
1 2
3
4