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
$1.7B
AUM Growth
+$65.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$26.6M
3
+$19M
4
VRSK icon
Verisk Analytics
VRSK
+$19M
5
ROP icon
Roper Technologies
ROP
+$17.7M

Top Sells

1
+$21.8M
2
+$16.2M
3
+$15.3M
4
COST icon
Costco
COST
+$6.08M
5
ADP icon
Automatic Data Processing
ADP
+$5.56M

Sector Composition

1 Financials 29.22%
2 Healthcare 23.07%
3 Technology 14.12%
4 Consumer Staples 13.91%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,350
77
– –
-4,267
78
– –
-844
79
– –
-5,044
1 2 3
4