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
$327M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$1.59M
3
+$1.52M
4
CTSH icon
Cognizant
CTSH
+$1.41M
5
CELG
Celgene Corp
CELG
+$921K

Top Sells

1
+$2.19M
2
+$1.76M
3
+$639K
4
COST icon
Costco
COST
+$313K
5
NKE icon
Nike
NKE
+$195K

Sector Composition

1 Healthcare 27.18%
2 Consumer Staples 15.63%
3 Financials 15.45%
4 Industrials 11.34%
5 Consumer Discretionary 11.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.1M 4.91%
263,225
+897
2
$15.6M 4.78%
168,701
+2,531
3
$13.4M 4.1%
281,882
-1,368
4
$13.2M 4.05%
66,831
+509
5
$13M 3.97%
55,542
-229
6
$12.9M 3.94%
465,321
+3,493
7
$12.4M 3.78%
115,157
+30,369
8
$12.2M 3.74%
190,311
+13,692
9
$11.7M 3.58%
194,883
+25,385
10
$11.6M 3.56%
55,712
-1,500
11
$11.4M 3.48%
166,758
+23,283
12
$11M 3.37%
95,090
+578
13
$10.9M 3.32%
710,970
-3,530
14
$10.9M 3.32%
159,002
+1,809
15
$10.8M 3.29%
244,776
+3,247
16
$10.5M 3.2%
142,144
-511
17
$10.4M 3.19%
142,919
-221
18
$10.4M 3.19%
132,245
+17,848
19
$9.56M 2.92%
119,956
-2,449
20
$9.35M 2.86%
94,851
+1,462
21
$9.27M 2.83%
94,028
+280
22
$9.23M 2.82%
89,151
-1,291
23
$9.16M 2.8%
246,157
+62
24
$8.66M 2.65%
51,312
+535
25
$7.55M 2.31%
100,334
+1,151
1
2 3