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
$2.51B
AUM Growth
-$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$14.1M
3
+$6.39M
4
CBOE icon
Cboe Global Markets
CBOE
+$6.01M
5
MSFT icon
Microsoft
MSFT
+$5.58M

Top Sells

1
+$24.9M
2
+$18.6M
3
+$12.4M
4
APH icon
Amphenol
APH
+$2.76M
5
COST icon
Costco
COST
+$1.12M

Sector Composition

1 Financials 29.6%
2 Healthcare 21.44%
3 Technology 17.04%
4 Consumer Staples 8.86%
5 Industrials 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$217K 0.01%
5,550
-850
77
$216K 0.01%
1,576
-90
78
$210K 0.01%
1,260
79
$204K 0.01%
861
-14
80
$203K 0.01%
2,004
-314
81
– –
-1,237
82
– –
-1,092
83
– –
-722
84
– –
-2,400
85
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-827
86
– –
-1,545
87
– –
-3,525
88
– –
-4,142
1 2 3
4