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
$2.58B
AUM Growth
+$81.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$16M
3
+$15.7M
4
CBOE icon
Cboe Global Markets
CBOE
+$13.8M
5
FDS icon
Factset
FDS
+$12.9M

Top Sells

1
+$60.4M
2
+$19.3M
3
+$18M
4
SEIC icon
SEI Investments
SEIC
+$15.4M
5
COST icon
Costco
COST
+$14.5M

Sector Composition

1 Financials 30.29%
2 Healthcare 22.12%
3 Technology 15.66%
4 Consumer Staples 9%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$242K 0.01%
+850
77
$242K 0.01%
+373
78
$235K 0.01%
+875
79
$230K 0.01%
+1,260
80
$224K 0.01%
2,400
81
$223K 0.01%
+789
82
$220K 0.01%
1,092
-344
83
$212K 0.01%
2,318
+112
84
$207K 0.01%
+4,142
85
$204K 0.01%
722
-68
86
$203K 0.01%
+3,525
87
$202K 0.01%
+1,237
88
– –
-718
89
– –
-1,880,928
90
– –
-8,973
91
– –
-1,983
92
– –
-7,960
93
– –
-2,386
1 2 3
4