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
$2.09B
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1 +$14.8M
2 +$12.9M
3 +$12.6M
4
JNJ icon
Johnson & Johnson
JNJ
+$10.7M
5
RSG icon
Republic Services
RSG
+$9.58M

Top Sells

1 +$31.2M
2 +$12.3M
3 +$4.17M
4
MKTX icon
MarketAxess Holdings
MKTX
+$2.12M
5
APH icon
Amphenol
APH
+$1.37M

Sector Composition

1 Financials 28.55%
2 Healthcare 22.31%
3 Consumer Staples 15.45%
4 Technology 13.39%
5 Industrials 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$204K 0.01%
2,800
-230
77
-950
78
-5,470
79
-3,105
80
-286,047
81
-3,432
82
-1,029
83
-6,069
84
-2,043
85
-2,362
86
-3,900
87
-1,363
88
-8,348