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
$2.87B
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$28.4M
3
+$19.3M
4
MSFT icon
Microsoft
MSFT
+$16.5M
5
JKHY icon
Jack Henry & Associates
JKHY
+$15M

Top Sells

1
+$34.3M
2
+$30.7M
3
+$4.69M
4
CBOE icon
Cboe Global Markets
CBOE
+$3.71M
5
V icon
Visa
V
+$3.39M

Sector Composition

1 Financials 29.28%
2 Healthcare 23.04%
3 Technology 23%
4 Industrials 7.54%
5 Utilities 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$688K 0.02%
5,648
+44
52
$666K 0.02%
9,295
-848
53
$639K 0.02%
4,573
+53
54
$577K 0.02%
3,711
+607
55
$488K 0.02%
10,346
+1,604
56
$474K 0.02%
+1,166
57
$403K 0.01%
6,717
+747
58
$368K 0.01%
1,936
-343
59
$330K 0.01%
2,081
+77
60
$322K 0.01%
605
-513
61
$300K 0.01%
1,222
-1,212
62
$296K 0.01%
8,460
63
$293K 0.01%
559
-963
64
$292K 0.01%
3,912
+320
65
$269K 0.01%
2,442
+829
66
$256K 0.01%
2,348
-51
67
$234K 0.01%
1,398
-345
68
$228K 0.01%
+2,107
69
$224K 0.01%
3,567
-75
70
– –
-2,511
71
– –
-5,518
72
– –
-7,012
73
– –
-1,635
74
– –
-2,678
75
– –
-782
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3
4