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
$207M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.43M
3
+$8.72M
4
ABT icon
Abbott
ABT
+$8.39M
5
BRO icon
Brown & Brown
BRO
+$8.38M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 25.56%
2 Industrials 18.78%
3 Consumer Staples 13.07%
4 Financials 11.93%
5 Technology 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.2M 4.94%
+123,822
2
$9.43M 4.55%
+132,132
3
$8.72M 4.21%
+139,322
4
$8.39M 4.05%
+218,557
5
$8.38M 4.04%
+373,600
6
$8.04M 3.88%
+140,948
7
$7.62M 3.68%
+47,206
8
$7.6M 3.67%
+59,358
9
$7.53M 3.63%
+47,033
10
$6.66M 3.21%
+118,080
11
$6.26M 3.02%
+118,238
12
$5.85M 2.82%
+94,208
13
$5.81M 2.8%
+49,609
14
$5.49M 2.65%
+46,828
15
$5.41M 2.61%
+78,401
16
$5.17M 2.49%
+43,153
17
$4.96M 2.39%
+79,889
18
$4.93M 2.38%
+97,057
19
$4.89M 2.36%
+58,936
20
$4.61M 2.22%
+154,316
21
$4.4M 2.12%
+60,069
22
$4.33M 2.09%
+150,784
23
$4.29M 2.07%
+56,996
24
$4.26M 2.06%
+113,418
25
$4.24M 2.04%
+57,663
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