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
$2.93B
AUM Growth
+$73.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$60.6M
2 +$58.7M
3 +$53.4M
4
ADP icon
Automatic Data Processing
ADP
+$21.8M
5
G icon
Genpact
G
+$14.7M

Top Sells

1 +$44.7M
2 +$27.7M
3 +$15.7M
4
ANSS
Ansys
ANSS
+$6.23M
5
APH icon
Amphenol
APH
+$5.61M

Sector Composition

1 Technology 30.46%
2 Healthcare 24.93%
3 Financials 22.85%
4 Industrials 7.21%
5 Utilities 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ROST icon
76
Ross Stores
ROST
$57.8B
$222K 0.01%
+1,456
QDEL icon
77
QuidelOrtho
QDEL
$1.8B
$220K 0.01%
7,460
AMGN icon
78
Amgen
AMGN
$182B
$212K 0.01%
750
CAT icon
79
Caterpillar
CAT
$273B
$208K 0.01%
+436
ANSS
80
DELISTED
Ansys
ANSS
-17,740
SJM icon
81
J.M. Smucker
SJM
$10.8B
-281,899