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
$1.94B
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$3.9M
3
+$3.86M
4
SEIC icon
SEI Investments
SEIC
+$3.83M
5
DG icon
Dollar General
DG
+$3.82M

Top Sells

1
+$15.9M
2
+$10.9M
3
+$10M
4
WBA
Walgreens Boots Alliance
WBA
+$9.39M
5
ADP icon
Automatic Data Processing
ADP
+$9.1M

Sector Composition

1 Financials 29.42%
2 Healthcare 22.54%
3 Consumer Staples 15.5%
4 Technology 13.04%
5 Industrials 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$254K 0.01%
1,029
-128
77
$248K 0.01%
8,020
-77
78
$245K 0.01%
+1,363
79
$238K 0.01%
+2,043
80
$230K 0.01%
+4,490
81
$227K 0.01%
3,575
-738
82
$219K 0.01%
+3,900
83
$216K 0.01%
6,385
-7,530
84
$209K 0.01%
2,481
-1,886
85
$206K 0.01%
+950
86
$204K 0.01%
+3,030
87
– –
-2,383
88
– –
-4,060
89
– –
-299,178
1 2 3
4