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
$2.87B
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$28.4M
3
+$19.3M
4
MSFT icon
Microsoft
MSFT
+$16.5M
5
JKHY icon
Jack Henry & Associates
JKHY
+$15M

Top Sells

1
+$34.3M
2
+$30.7M
3
+$4.69M
4
CBOE icon
Cboe Global Markets
CBOE
+$3.71M
5
V icon
Visa
V
+$3.39M

Sector Composition

1 Financials 29.28%
2 Healthcare 23.04%
3 Technology 23%
4 Industrials 7.54%
5 Utilities 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,117
77
– –
-10,171
78
– –
-616
79
– –
-876
80
– –
-441
81
– –
-436
82
– –
-782
83
– –
-2,678
84
– –
-1,635
85
– –
-7,012
86
– –
-5,518
87
– –
-2,511
1 2 3
4