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
$2.64B
AUM Growth
+$2.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$72.8M
2
+$32.2M
3
+$17.1M
4
JKHY icon
Jack Henry & Associates
JKHY
+$10.9M
5
ICE icon
Intercontinental Exchange
ICE
+$10.2M

Top Sells

1
+$40.7M
2
+$15.1M
3
+$10.4M
4
MKTX icon
MarketAxess Holdings
MKTX
+$9.98M
5
V icon
Visa
V
+$3.69M

Sector Composition

1 Financials 29.32%
2 Healthcare 23.32%
3 Technology 20.85%
4 Industrials 7.52%
5 Utilities 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$677K 0.03%
5,604
-107
52
$632K 0.02%
10,143
+603
53
$590K 0.02%
3,104
-1,069
54
$583K 0.02%
2,434
-93
55
$578K 0.02%
7,012
-1,975
56
$507K 0.02%
1,118
-90
57
$500K 0.02%
2,279
-372
58
$388K 0.01%
8,742
-262
59
$377K 0.01%
8,460
60
$312K 0.01%
5,970
+46
61
$300K 0.01%
7,911
-1,072,179
62
$277K 0.01%
441
-1
63
$274K 0.01%
3,592
64
$270K 0.01%
2,511
+311
65
$266K 0.01%
2,678
-311
66
$262K 0.01%
1,117
-10
67
$252K 0.01%
1,743
-50
68
$249K 0.01%
1,635
+118
69
$241K 0.01%
2,004
-26
70
$237K 0.01%
909
-746
71
$231K 0.01%
876
+88
72
$229K 0.01%
+5,518
73
$227K 0.01%
782
+67
74
$226K 0.01%
2,399
+36
75
$215K 0.01%
+5,550
1 2
3
4