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
$2.64B
AUM Growth
+$2.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$72.8M
2
+$32.2M
3
+$17.1M
4
JKHY icon
Jack Henry & Associates
JKHY
+$10.9M
5
ICE icon
Intercontinental Exchange
ICE
+$10.2M

Top Sells

1
+$40.7M
2
+$15.1M
3
+$10.4M
4
MKTX icon
MarketAxess Holdings
MKTX
+$9.98M
5
V icon
Visa
V
+$3.69M

Sector Composition

1 Financials 29.32%
2 Healthcare 23.32%
3 Technology 20.85%
4 Industrials 7.52%
5 Utilities 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$212K 0.01%
436
+16
77
$207K 0.01%
3,642
-33
78
$206K 0.01%
+580
79
$205K 0.01%
+1,136
80
$204K 0.01%
+3,441
81
$204K 0.01%
616
-48
82
$203K 0.01%
1,613
-50
83
$199K 0.01%
10,171
-2,096
84
– –
-5,835
85
– –
-783
86
– –
-14,628
87
– –
-38,942
88
– –
-417
89
– –
-952
90
– –
-30,335
91
– –
-2,400
92
– –
-975
1 2 3
4