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
$1.63B
AUM Growth
+$93.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$42.1M
2
+$26.2M
3
+$16.8M
4
FDS icon
Factset
FDS
+$14.3M
5
TROW icon
T. Rowe Price
TROW
+$11.4M

Top Sells

1
+$3.3M
2
+$1.59M
3
+$1.57M
4
WBA
Walgreens Boots Alliance
WBA
+$1.34M
5
NNN icon
NNN REIT
NNN
+$427K

Sector Composition

1 Financials 29.32%
2 Healthcare 25.09%
3 Technology 13.3%
4 Consumer Staples 12.75%
5 Industrials 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-617
77
– –
-1,164
78
– –
-1,213
79
– –
-905
80
– –
-27,728
81
– –
-4,876
82
– –
-798
1 2 3
4