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
$1.54B
AUM Growth
+$318M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$40.7M
2
+$32.5M
3
+$12.9M
4
SYK icon
Stryker
SYK
+$5.95M
5
TROW icon
T. Rowe Price
TROW
+$5.81M

Top Sells

1
+$638K
2
+$397K
3
+$218K
4
AMGN icon
Amgen
AMGN
+$212K
5
DUK icon
Duke Energy
DUK
+$201K

Sector Composition

1 Financials 26.59%
2 Healthcare 26.01%
3 Technology 14.15%
4 Consumer Staples 13%
5 Industrials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$225K 0.01%
773
-18
77
$219K 0.01%
+2,304
78
$217K 0.01%
+4,876
79
$208K 0.01%
617
-25
80
$201K 0.01%
+905
81
$200K 0.01%
+3,276
82
– –
-4,618
83
– –
-4,083
84
– –
-2,059
85
– –
-998
1 2 3
4