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
$1.76B
AUM Growth
+$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$28.2M
2
+$24.7M
3
+$20.4M
4
APH icon
Amphenol
APH
+$13M
5
SEIC icon
SEI Investments
SEIC
+$11.9M

Top Sells

1
+$10.1M
2
+$9.48M
3
+$8.69M
4
WCN icon
Waste Connections
WCN
+$7.89M
5
RMD icon
ResMed
RMD
+$6.98M

Sector Composition

1 Financials 29.91%
2 Healthcare 22.68%
3 Consumer Staples 15.58%
4 Technology 13.67%
5 Industrials 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$227K 0.01%
2,383
+57
77
$223K 0.01%
+975
78
$216K 0.01%
8,097
-1,228
79
$203K 0.01%
4,701
-399
80
– –
-3,898
1 2 3
4