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
$307M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$6.06M
2
+$5.91M
3
+$5.83M
4
TJX icon
TJX Companies
TJX
+$3.91M
5
TSCO icon
Tractor Supply
TSCO
+$3.32M

Top Sells

1
+$12.8M
2
+$5.24M
3
+$2.93M
4
BF.B icon
Brown-Forman Class B
BF.B
+$2.12M
5
ACN icon
Accenture
ACN
+$1.88M

Sector Composition

1 Healthcare 27.46%
2 Consumer Staples 16.46%
3 Financials 15.71%
4 Industrials 11.26%
5 Consumer Discretionary 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.7M 5.12%
166,170
+10,043
2
$15.7M 5.12%
262,328
+19,504
3
$13.2M 4.31%
66,322
+1,765
4
$11.8M 3.84%
55,771
+2,678
5
$11.7M 3.83%
461,828
+23,898
6
$11.6M 3.76%
283,250
+95,870
7
$11.1M 3.61%
169,498
+24,023
8
$11M 3.58%
176,619
+37,582
9
$10.8M 3.51%
57,212
+2,605
10
$10.5M 3.42%
84,788
+2,076
11
$10.4M 3.4%
192,015
-38,890
12
$10.4M 3.39%
157,193
+5,326
13
$10.3M 3.37%
142,655
+3,060
14
$10.2M 3.32%
94,512
+12,093
15
$9.67M 3.15%
143,475
+89,891
16
$9.48M 3.09%
241,529
+66,918
17
$9.21M 3%
114,397
+72,367
18
$9.06M 2.95%
143,140
+5,111
19
$9.01M 2.93%
714,500
+263,595
20
$8.91M 2.9%
90,442
+9,311
21
$8.77M 2.86%
93,748
+4,756
22
$8.52M 2.78%
93,389
+5,784
23
$8.45M 2.75%
246,095
+172,096
24
$8.17M 2.66%
50,777
+3,508
25
$8.13M 2.65%
122,405
+3,139
1
2 3