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
$2.28B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$21.8M
3
+$16.8M
4
TRNO icon
Terreno Realty
TRNO
+$13.9M
5
MKTX icon
MarketAxess Holdings
MKTX
+$11.9M

Top Sells

1
+$31.5M
2
+$10.5M
3
+$1.32M
4
BRO icon
Brown & Brown
BRO
+$798K
5
ORLY icon
O'Reilly Automotive
ORLY
+$783K

Sector Composition

1 Financials 27.87%
2 Healthcare 21.39%
3 Consumer Staples 14.91%
4 Technology 14.78%
5 Industrials 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-6,137
77
– –
-378,042
78
– –
-3,756
79
– –
-6,881
80
– –
-687
1 2 3
4