TIA

Tandem Investment Advisors Portfolio holdings

AUM $2.69B
1-Year Est. Return 6.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.21%
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 +$22.6M
3 +$15.6M
4
TRNO icon
Terreno Realty
TRNO
+$14.1M
5
MKTX icon
MarketAxess Holdings
MKTX
+$13.5M

Top Sells

1 +$31.5M
2 +$9.93M
3 +$1.3M
4
ORLY icon
O'Reilly Automotive
ORLY
+$751K
5
BRO icon
Brown & Brown
BRO
+$738K

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
-3,756
77
-378,042
78
-6,137
79
-4,344
80
-687