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
$2.5B
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$15.5M
3
+$14.7M
4
NEE icon
NextEra Energy
NEE
+$12.2M
5
VRSK icon
Verisk Analytics
VRSK
+$1.27M

Top Sells

1
+$38.9M
2
+$18M
3
+$16.1M
4
CBOE icon
Cboe Global Markets
CBOE
+$7.15M
5
FDS icon
Factset
FDS
+$5.5M

Sector Composition

1 Financials 29.65%
2 Healthcare 20.04%
3 Technology 15.53%
4 Consumer Staples 11.38%
5 Industrials 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$217K 0.01%
+1,983
77
$213K 0.01%
1,436
-82
78
$208K 0.01%
2,206
-65
79
$208K 0.01%
+2,400
80
$201K 0.01%
+2,386
81
– –
-1,333
82
– –
-568
83
– –
-962
84
– –
-3,985
85
– –
-750
1 2 3
4