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
$2.37B
AUM Growth
+$91.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$24.9M
3
+$16.6M
4
HRL icon
Hormel Foods
HRL
+$16.3M
5
NKE icon
Nike
NKE
+$14.2M

Top Sells

1
+$29.3M
2
+$21.8M
3
+$3.16M
4
PYPL icon
PayPal
PYPL
+$1.62M
5
FDS icon
Factset
FDS
+$1.3M

Sector Composition

1 Financials 29.13%
2 Healthcare 20.76%
3 Technology 14.95%
4 Consumer Staples 13.06%
5 Industrials 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$208K 0.01%
568
+51
77
$204K 0.01%
+1,986
78
$204K 0.01%
+3,985
79
$202K 0.01%
+750
80
$188K 0.01%
962
-67
81
– –
-13,342
82
– –
-24,275
83
– –
-15,246
84
– –
-2,400
85
– –
-2,315
1 2 3
4